Navigating the Billing Info Page

This article offers a step by step guide summarizing the features of the billing info & billing preferences pages

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Jump to: 

• The Billing info page
• The Billing preferences page
• Alert Symbols

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The Billing info page

The billing info page is a flexible tool that allows you to create the billing workflow(s) that are optimal for your clinic.  This guide offers a flow that will be utilizable by many clinics. 

Step 1: Change and save the appointment type

• Self Pay: When the appointment type is saved as "Self Pay", an indicator is added to the Calendar.
• Insurance: When the appointment type is saved as "Insurance", the copay amount saved in the Patient File > Insurance tab will populate under the dropdown menu.  Additionally, this change gives you the option to use additional Billing Status menu items applicable to insurance appointments and populates icons to the Appointments tab in the patient file and the Calendar.  
• Promotion/Package: When the appointment type is saved as "Promotion/Package", an indicator is added to the Calendar.
• Pro-bono: When the appointment type is saved as "Pro-bono", an indicator is added to the Calendar.
• Other: When the appointment type is saved as "Other", an indicator is added to the Calendar.

Step 2: Enter ICD10 codes, CPT codes and Non-Billable charges 

• &/OR double check what the provider has entered from their SOAP notes
• &/OR copy codes from a previous date of service

Step 3: Save at the bottom of the page

Step 4: Receive a payment or apply a credit if one is held in the patient account

• To have the payment or credit applied to the date of service, make sure to "apply to visit" rather than "apply to credit".
• The same button can be used multiple times for either the patient or the insurer on a billing info page as long as there is a balance due.  

Learn more about receiving a payment 

Step 5: These steps may or may not be taken by all clinics, depending on need

• Change & Save the billing status.  This change will be reflected on the Billing tab of the patient file under the Visits tab. 
• Create a Claim.  Claims created will then show in the Billing menu > Claims list.  
• Create a Superbill

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The Billing Preferences Page

The Billing Preferences page is used for insurance claim (CMS 1500/HCFA) form filling.  Most preferences will be automatic based on your Clinic Settings, but some patients and some claims may have specific needs special to the circumstance.  

Fields are described within the page itself.  For filling specific claim box numbers, please reference The CMS 1500 form cheat sheet. 

For additional help, please reach out to our support team at support@unifiedpractice.com

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Alert Symbols

To see the message from the Alert Symbol, hover your cursor over the triangle for a few seconds.

Billing and Billing Preferences Alert Symbol:

Appointment Time Alert Symbol:

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