Billing Service Line Management

(Topic Last Updated On: 05/01/2018)

Accounting > Third Party Billing > Claims Generator - Billing Service Line Management

The Billing Service Line Management application window is only accessible by double-clicking a claim record from the 'Claims' grid or clicking the Edit Service Lines button on the Claims Generator screen. This application window is an 'Always on Top Window'. This means, it works simultaneously with the Claims Generator screen, allowing the user to select a claim in the Claims Generator 'Claims' grid and the Billing Service Line Management screen will refresh accordingly. From this window, details of individual Service Lines within a Claim can be reviewed, edited, or deleted to accommodate highly unusual circumstances prior to exporting the claim into a billing export file.

Field Descriptions

Claim ID

This field displays the system generated reference ID assigned to the claim. This ID is uniquely assigned when the claim is generated using the 'Generate' function on the Claims Generator screen.

Patient ID

This field displays the ID of the patient associated with the displayed Service Lines.

Payer

This field displays the Payer/Rate Group the Service Lines are attached to as configured on the Billable Services screen.

Total Units of Service

This field displays the total number of charged units for all Service Lines displayed in the grid.

Total Dollars Claimed

This field displays the total dollar amount (US Dollars) of all Service Lines displayed in the grid.

Service Name

This field displays the Billable Service name of the selected Service Line.

Charged Units

This field displays the number of charged units for the selected Service Line.

Charged Amount

This field contains the total dollar amount charged for the selected Service Line.

Claimed Units

This field contains the number of claimed units for the selected Service Line.

Claimed Amount

This field contains the total dollar amount claimed for the selected Service Line.

Service Start

This field contains the beginning Date of Service (DOS) for the selected Service Line.

Service End

This field contains the ending Date of Service (DOS) for the selected Service Line.

Modifier

This field contains the selected Service Lines' Procedure Modifier code, as configured on the Billable Services screen.

Proc. Code

This field contains the selected Service Lines' Procedure Code, as configured on the Billable Services screen.

Renderer

This field contains the Rendering Provider for the selected Service Line.

Diag. Code 1

This field contains the ICD9 or ICD10 Diagnosis Code attached to the selected Service Line.

Diag. Code 2 - 4

These fields contains a dropdown menu of ICD10 Diagnosis Codes. Additional Diagnosis codes can be attached to the selected Service Line using these dropdown menu fields.

Grid Columns

Service Name

This column displays the name of the Billable Service associated with the Service Line.

Srv. Start

This column displays the beginning Date of Service (DOS) associated with the Service Line.

Srv. End

This column displays the ending Date of Service (DOS) associated with the Service Line.

Chrg. Units

This column displays the number of charged units of the Service Line.

Chrg. Amt.

This column displays the charged dollar amount of the Service Line.

Clm. Units

This column displays the number of claimed units of the Service Line.

Clm. Amt.

This column displays the claimed dollar amount of the Service Line.

Service

This column displays the Service Lines Billable Service, as configured on the Billable Services screen.

Service Type

This column displays the Service Lines Billable Service Type, as configured on the Billable Services screen.

Command Buttons

Edit

After selecting a Service Line from the grid, clicking this button allows for edits to be made to the Service Line Item Details.

Delete All

This button deletes all displayed Service Lines and the claim they are bundled under.

Delete Item

After selecting a Service Line from the grid, clicking this button deletes the selected Service Line.

Save

After selecting a Service Line and making edits, clicking this button applies the changes to the Service Lines details.

Cancel

After selecting s Service Line and making edits, clicking this button disregards any changes made and returns the Service Line to it's original state.

Clicking this button closes the Billing Service Line Management application window, and returns the user to the Claims Generator screen.

Procedures

How to Edit a Service Line
1.) Select a Service Line from the 'Service Line Items' grid. 2.) Click on the Edit button. 3.) If the claim containing the selected Service Line has already been exported (submitted) using the Billing Export feature, then a 'Service Line Edit' dialog box will appear. If you are sure you want to continue with the edit operation, click Yes. 4.) Make the desired changes and/or additions to the 'Service Line Item Detail' property fields. 5.) Click Save. 6.) Repeat these steps for any other Service Lines that need to be edited. After all desired Service Line edit/additions have been made, click Close.

How to Delete Service Lines
Deleting a Selected Service Line 1.) Select a Service Line from the 'Service Line Items' grid. 2.) Click on the Delete Item button. 3.) A 'Service Line Management' dialog box will appear verifying that you are sure you want to delete the service line. If you are sure, click Yes. 4.) This will delete the Service Line from the 'Service Line Items' grid. Deleting All Service Lines 1.) Click on the Delete All button. 2.) A 'Claims Generator' dialog box will appear verifying that you are sure you want to delete all Service Lines and the claim containing them. If you are sure, click Yes. 3.) This will delete all Service Lines and the claim they were associated with. The Billing Service Line Management application window will close, and the user will be returned to the Claims Generator screen. The claim containing the deleted Service Lines will no longer appear in the 'Claims' grid.

Considerations

Re-Generating Deleted Service Lines

Billing personnel most commonly use this screen to make adjustments to claims at the Service Line level prior to submitting an EDI export file to a Third Party Payer. If a Service Line is deleted from the claim, it can be re-generated by using the Generate feature on the Claims Generator screen. However, the re-generated Service Line(s) will be bundled into a new claim and assigned a new claim ID. To bundle the deleted Service Line(s) into a claim with the other original Service Lines, the original claim would have to be deleted, and then re-generated to include all Service Lines. This will create a new claim with all Service Lines meeting the specified 'Service Criteria' and a new claim ID.