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translating an invoice to a EDI x12 file for uploading to clearinghouses
started by Margaret Hargrove • 3 months ago
No one has responded yet.
How do I translate a ChARM created invoice (PDF) to an EDIx12 file for uploading to sites such as Navinet and Avility? Is it also possible to directly upload to Medicaid?
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Healthcare in Dominican Republic
started by NoelBlakley • 3 months ago
No one has responded yet.
Hello,

how does the healthcare system work in Dominican Republic ? Is it efficient ? What are the main differences between public and private sectors? Is it recommended to purchase private health insurance in Dominican Republic ?

Any help will be apprecited.

I didn't find the right solution from the Internet.

References:
http://www.expat.com/forum/viewtopic.php?id=164413
Animated explainer video production service

Thank you.
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Revenue Management Claim deleted

1
asked by NoelBlakley • 3 months ago
No one has responded yet.
Hello,

We are using Medisoft V19. We have posted unprocessed transactions from Clinical, created claims in claim management. Now were sending the ANSI format claims using Revenue Management. We always perform Check Claims before sending. On the Send after selecting the gatway, it has presented a window for review of the claims and reported error in few claims. On that window assuming that it will exclude the erroneous claims from this batch, we have selected delete error claims and everything went OK. But this has deleted the claims permanently and could not be found in Revenue management or claim management or pending for claims creation as when we do create claims, it does nothing saying no new claims are generated. Where and how can I find these deleted claims from Revenue management from claim review window?

Any help will be apprecited.

I didn't find the right solution from the Internet.

References:
https://www.walkerteksolutions.com/forum/viewtopic.php?t=3953
Animated Explainer Video Production Company

Thank you.
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Generating 2 claims from 1 encounter

1
asked by Mary • 3 months ago
No one has responded yet.
I'm dual licensed and have been advised by insurance companies to separate procedure codes under each credential respectively in order to receive the highest allowed reimbursement. This requires submitting 2 separate claims for the same encounter.

Q: Is there a way to generate 2 bills for the same encounter?

ChARM does not allow you to e-submit claims that do not have an encounter date, therefore creating the second invoice/claim without encounter renders it useless.

Thank you for your help!
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NDC codes for Vaccines- How to make NDCs appear on CMS 1500? [1 Reply]

1
asked by Stephanie Culver • last reply by Palani • 4 months ago
Palani responded at 06-Jun-2018 10:05 PM.
1 Reply of 1
Hi Stephanie,

ChARM EHR supports end to end vaccine management from setting up inventory, administering the vaccines and generating claims.

Please go through the video tutorial below that explains the vaccine workflow in ChARM EHR.

https://youtu.be/PuPTO2c6RZs

Regards,
Palani
- 1 Reply of 1
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How to get box 24J filled out on the CMS 1500 Form

1
asked by Justin Rabinowitz • 11 months ago
No one has responded yet.
I just had claims denied at the clearinghouse because Box 24J is not filled out. I have never had this problem before. How/Where do I fill out my personal NPI number so that box 24J gets filled out on the CMS1500 form?
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Insurance Refunds [1 Reply]
started by Chelsea Kern • last reply by Samba • 1 year ago
Samba responded at 24-Oct-2017 06:45 AM.
1 Reply of 1
Dear Chelsea,

Suppose you receive a reversal EOB which removes a payment to claim C1 for $50 and gives a payment to Claim C2 for $50.
Refund the claim C1 by selecting 'Refund to' field as 'Insurance' and quoting 'Reference no.' as the Check or reference no. of EOB for the amount $50 and add a new payment to Claim C2 for $50

We are working on a feature to record insurance payment. Till the time the feature is released, you can make use of the above method.

Regards,
Samba
- 1 Reply of 1
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Non covered service coding
started by Louis Esquivel • 1 year ago
No one has responded yet.
Any suggestions for best practices on coding for non covered services. In my holistic practice I provide a variety of modalities. Should I just use the same generic non covered service cpt for all the multiple procedures I do; only varying the description of the service?
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Statements

2
proposed by rossnd • 1 year ago
No one has responded yet.
I would really really like the option to send out statements on a patient's account rather than invoices for each individual date of service. I send invoices electronically and via mail at the end of the month and people often have more than one visit with balances. PLEASE make this an option!!
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How to remove balance due in Patient's Invoice? [1 Reply]
started by Jenny Anne Clarence Villadolid • last reply by Samba • 1 year ago
Samba responded at 15-Feb-2017 07:16 AM.
1 Reply of 1
Dear Jenny,

If the total amount is refunded and you do not want the invoice to be available then you can cancel the invoice.

If an amount is refunded and it is shown as balance due in the invoice(which you want to keep), then you need to create a 'Credit Note' for the refunded amount and apply that to respective invoice. This will remove the balance due for that invoice.

Hope this helps.

For any further questions/clarification, do get back to us at support@charmhealth.com.

Regards,
Samba
- 1 Reply of 1
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how to change approved invoices without creating credit on a patient's account [1 Reply]
started by Jessica G • last reply by Samba • 1 year ago
Samba responded at 25-Jan-2017 01:13 AM.
1 Reply of 1
Dear Jessica,

As the refund was directly done through merchant service, you need to now record that in ChARM. For this, first go to the invoice and using the 'Adjust Payments / Edit Write-off' option remove the $25 payment from the invoice. Once the payment is removed, it will be available as 'Unused Payment' for that respective receipt. You can now record the payment using the 'Payment Refund' option available for the receipt and enter the applicable details like Payment Method and Reference #.

By following the above procedure credit will not be shown in the patient account.

Hope this helps. Do get back to us for any further questions.

Regards,
Samba
- 1 Reply of 1
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how do I revise credit applied to a patient's account in the past? [1 Reply]
started by Jessica G • last reply by Samba • 1 year ago
Samba responded at 25-Jan-2017 12:53 AM.
1 Reply of 1
Dear Jessica,

From your post we understand that your intention is to refund the amount to patient but instead, applied it to invoice. You can correct this using the 'Edit & Apply Payment' option available for the receipt(click the gear icon for the respective receipt and you will see the option).
It will list all the invoices for which payment from the receipt has been applied. You can remove the unwanted payment shown in the 'Payment Applied' field and Update it.
Once updated, this amount will be shown as 'Unused Payment' of the receipt. You can refund this unused payment using the 'Payment Refund' option.

Hope this clarifies. Do get back to us for any further clarification/questions.

Regards,
Samba
- 1 Reply of 1
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HCFA not lining up correctly in the boxes [1 Reply]
started by Shanon • last reply by Samba • 2 years ago
Samba responded at 22-Oct-2016 03:48 AM.
1 Reply of 1
Dear Shanon,

In order to avoid any misplacement in CMS1500 form, please ensure that the instructions given in the "CMS1500 Print Settings" under Claims tab are followed. These settings are specific to the Operating System installed in your machine. Up on following these instructions, you should get the print properly.

Once settings are configured, you can download and check sample pdf using 'Sample PDF' option available in 'CMS1500 Form Print Settings' dialog.

In case you still see any misplacement, then you can use Claim Settings to adjust it. Navigate to 'Settings > Billing > Billing Settings > Claim Settings' section. Here, choose required option for 'Move printing on CMS1500 form to Right or Left' and 'Move printing on CMS 1500 form to Top or Down' fields. Once configured save the setting and then try printing.

If you still face any problem, please get back to us.

Regards,
Samba
- 1 Reply of 1
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Adding license number to invoice?
started by lineke.heus • 2 years ago
No one has responded yet.
Is there a way to add the license / registration numb to the invoice? I have filled out the "registration number" field on my profile, but it doesn't seem to be used or appear anywhere - is this possible?
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How to set up invoice for a package?

3
asked by OnnaloMD • 2 years ago
No one has responded yet.
Hi,
I am offering my services in a package, such as $xxx for 1 intake and 3 follow up appointments if pt pay upfront, how do I set that up in the invoice?]

I made a billing procedure code for it such as acup001 for 6 acupuncture visits. then charges that much for the patient $xxx. is that the way to do it?

Also when pt comes in for the visit, I want to generate the superbill correlating to the CPT code , would I then not have to put a money amount, because patient prepaid for it?

Also, if pt wants to pay off the package with a monthly payment, do I just go to the patient's page, then the balance for the patient, then press make payment, then put in the amount manually and make it an incurring payment option?

Lastly, how do I change the template for the terms and conditions in the invoice section so it's on every invoice? Thanks

Onna
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Statements

3
proposed by rossnd • 2 years ago
No one has responded yet.
I would really love the ability to send monthly statements to patients rather than individual invoices. I need to do paper in addition to sending to PHR/email. Right now, it is so cumbersome and time consuming to run an A/R report and go to each individual account to send multiple invoices.

Thank you!
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Default # of line items in an invoice

1
asked by Mike Monarch1 • 2 years ago
No one has responded yet.
Hi,

Is there a way to define the default number of line items that appear when you create a new invoice? The superbill we have today defaults to 3 line items and I'd like it to default to just 1. Any help is appreciated.

Thanks!

- Mike
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ICD 10 - [3 Replies]

1
asked by starwoodward • last reply by Samba • 3 years ago
Samba responded at 16-Sep-2015 06:21 PM.
3 Reply of 3
Dear Chrisina Bergstrom,

Support for ICD10 has already been included in ChARM. You need to just enable it by navigating to 'Settings > Encounter > Preferences' section. Here under 'Diagnosis Code Type' choose 'Enable' for ICD10 and 'Update' the configuration.

Please note that the privilege to enable ICD10 is available only to the Practice Admin, by default.

Once the above configuration is done, you will be able to use ICD10 codes for Diagnoses as well as create templates with ICD10 codes. Refer our release notes of August 7, 2015 for complete details.

https://wiki.charmtracker.com/release-notes.html

For any further clarification, do get back to us.

Regards,
Samba
- 3 Reply of 3
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Adding invoice headers

1
asked by lineke.heus • 3 years ago
No one has responded yet.
Is it possible to add a header to the invoice (other than procedures and products)? I have sold a lab test the patient wishes to claim from the insurance company, but they didn't accept the lab test listed under "products" on the invoice and want to see it listed under a "Diagnostic Laboratory Test" header.

Any suggestions?

Many thanks,

Lineke
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'insufficient / out of stock' [1 Reply]
started by synergy • last reply by Samba • 3 years ago
Samba responded at 24-May-2015 10:36 PM.
1 Reply of 1
Dear User,

ChARM has the feature of advance selling the products i.e., even without having sufficient stock quantity you will be able to invoice the items. Due to an issue on our side, you were unable to approve the invoice. The issue has been fixed couple of days back. Please check.

Regards,
Samba
- 1 Reply of 1
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Invoice and Bill sorting

2
proposed by rossnd • 3 years ago
No one has responded yet.
It would be nice to be able to sort invoices and bills by column heading. For example, if you wanted to sort by encounter date, invoice created date, status, etc.

It would also be nice if after approiving an invoice from the Generate a bill screen, that it would pop you back to the generate bill screen rather than going to the invoice screen. Same with after creating a claim. I want it to pop me back to the screen I was on since I do it in batches.
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Invoicing: Adding a write off category under invoices [1 Reply]
started by erika.lyn.lac • last reply by rossnd • 3 years ago
rossnd responded at 10-Apr-2015 02:13 PM.
1 Reply of 1
I am wondering the same thing.
- 1 Reply of 1
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Edit claims (box 24 E) [2 Replies]
started by Jason Burke • last reply by mk11 • 3 years ago
mk11 responded at 16-Mar-2015 06:59 PM.
2 Reply of 2
Not sure if this is what you're looking for, but when you create the procedure code there is an edit link next to the code and in there you can assign which diagnoses point to which procedure codes, either when initially assigning the code or on the invoice later. If the diagnoses are in already it will often randomly assign them all to the codes but then you can modify them if needed. You also have a chance to edit them when creating the claim, again with the edit link on the page that shows the diagnoses. At least for me, if that is done then they print out on the claim. Hope that helps-

Mark
- 2 Reply of 2
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Bill miscellaneous items [1 Reply]
started by lineke.heus • last reply by Michelle Bobo • 3 years ago
Michelle Bobo responded at 15-Mar-2015 10:57 AM.
1 Reply of 1
It's pretty easy to do if you have the items already listed in your inventory module. Have you set that up yet?

ChARM partner and EHR consultant, dedicated to helping small practices thrive.
- 1 Reply of 1
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Patient Balance vs Unused Payment [1 Reply]
started by andrewg • last reply by Samba • 3 years ago
Samba responded at 02-Mar-2015 05:29 AM.
1 Reply of 1
Dear Andrew,

Sorry for the delay in getting back to you on this.
Please follow the steps given below to refund the excess payment.

Click action icon of the invoice and select 'Adjust Payments' option

All the payments made to invoice will be shown here

Click 'Edit' link available for the payment and reduce 'Invoice Payment'

Click 'Update' button
Once it is updated, the adjusted amount will be available as credit for the patient and can be used while generating the invoice.

If you want to refund the 'Unused Payment' of receipt to patient, then you can do so by following the steps given below :

Navigate to 'Billing > Receipts' section

Click 'Action' icon of particular receipt and select 'Payment Refund' option

Enter Refund Amount and other required details

Click 'Payment Refund' button

For any further questions, feel free to contact us.

Regards,
Samba
- 1 Reply of 1
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