Follow this guide on how to book and invoice treatment plan appointments.
1) When booking a patient within their treatment plan, ensure the fields 'Treatment Plans' and 'Insurance' are correctly selected. If you have set a treatment plan to default, it will populate along with the associated insurance automatically.
2) Notice the button, Treatment Plan Hot Links appears on the Products & Services header. Using this menu, select the items that are applicable. After saving, the countdown next to the items will update for future appointments. Use this to keep track of items already billed.
Select Save when you have completed adding Treatment Plan items to the appointment.
4) When invoicing the appointment, the Checkout summary will display.
Use this summary to verify the correct Third-Party is selected.
MIG Tracking Appointments and Supplementary Goods
1) If the patient is part of the MIG (Minor Injury Guideline) utilize the MIG Appointment tracking items to provide the Adjuster dates of which treatment was given within Blocks 1,2 and 3.
2) When invoicing for goods, use the Quick Invoice method below to separate a tracking date invoice from the goods invoice. This will avoid batch billing issues when submitting an invoice for goods separately from blocks.
The Treatment Plan and Insurance will not be selected by default.
Ensure you are selecting the appropriate options.
Note: Quick invoices will not appear on the schedule as appointments.
MIG Blocks 1,2 & 3
1) When the patient has reached the final tracking date within the block, use the Quick Invoice feature (shown in the previous step) to invoice the amount, adjusting the date to reflect the first tracking date within the block.
In the example below, the patient is ready to invoice Block 1 for $775 and the first treatment date within this block was Jan 14th. Click on the Date to open the calendar view, and select the appropriate day. Then use the Treatment Plan Hotlinks to select the Block to invoice.
Confirm the Treatment Plan and Insurance are chosen and select Checkout when ready.
A window will display confirming that the invoice will be covered in full by the MVA Insurance company.
Note: HCAI regulations state that all blocks billed must reflect the date of the first appointment contained in the block.
MVA Appointments with Extended Health Benefits
1) If the MVA patient has extended health benefits (EHB), they must first exhaust their benefits before billing the auto insurer. The EHB should be selected as the first insurer being billed when booking an appointment.
2) When invoicing the appointment, the Checkout summary will display.
In case you forgot to select the EHB when creating the appointment, you will be able to adjust it here.
3) Selecting Checkout will calculate what the first insurer (in this example, the EHB - Sunlife) will pay based on the insurance coverage details entered in the patient's profile.
Since the EHB has a maximum amount set at $200/yr, and the total being invoiced is $215, the remaining $15 will appear as a Balance Owing. This next window will ask the user how the remainder should be paid. Using the Paid By drop-down menu, select the Third-party Coverage option.
Another drop-down menu, Third Party will appear with the insurance companies as options.
Select the MVA Insurer, since the remaining $15 will be paid by the auto insurance.
Select Save to assign the amount to the MVA Insurer.
You can now create and checkout appointments based on treatment plans.
Continue to HCAI : Extended Health Benefits Payments for the process on applying EHB payments.