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The billing feature allows your center to create invoices and statements, track client payments, and track client account balances. You can also create and track status for CMS 1500 claims, and record insurance payments received and adjustments required. By default, the billing feature is not active. To use billing:
| 1. | From the calendar screen, click Settings > System Settings. |
| 3. | Click the Activate Billing Module check box. |
| 4. | If desired, click to enable security for billing. Use the pull down menu to select the user security levels that will have unrestricted access to billing actions. (Note: To permit only select users access to billing, consider setting user-level permissions instead of security role permissions. User permission can be set to view only, add, modify all or deny.) |
| 5. | If desired, click to activate the Supervisor field on invoices. |
| 6. | If desired, click to turn on the prompt to copy the supervisor from the prior invoice or insurance claim item. |
If using insurance billing only, click here for instructions. For invoice billing, continue to the next step.
| 7. | Click the Billing Code list button. |
| 8. | Use the list screen to create a list of items for which clients will be invoiced. |
| 9. | If desired, click the check box to add a supervisor field to invoices. (Note: This may be required when clients are submitting invoices for insurance reimbursement and the provider seen for service is practicing under supervision of a licensed provider.) |
| 10. | If desired, click the check box to add a diagnosis field to invoices. (Note: This may be required when clients are submitting invoices for insurance reimbursement.) |
| 11. | If desired, click the box to show student ID on the billing file screen. |
| 12. | If desired, click the check box to add the provider's name to invoices and statements. |
| 13. | If desired, click the check box to print diagnosis codes on invoices and statements. |
| 15. | If using client Social Security numbers, check the box to restrict billing reports to showing only the last four digits of the SSN, if desired. (Note: Click on the Reports tab to set options for all other reports.) |
| 16. | If you have chosen to add diagnosis to invoices and statements, from the pull down menu, choose the diagnostic classification system to be used when creating invoices. (Note: At least one system must be active and set as the default classification system on the Notes & Data Forms tab > Diagnosis Settings screen.) |
| 17. | If desired, use the pull down menu to change the default pay type from "check." |
| 18. | If desired, use the pull down menu to choose to use a custom header for statements, and enter the header in the Invoice and Statement header text box. (Note: Headers will print in plain text format.) |
| 19. | If desired, click the check box to include header and footer on invoices. Enter the footer text in the box. (Note: Footers will print in plain text format.) |
| 20. | If desired, click in the check box to activate the "invoices needed" screen. (Note: If you require invoices for certain types of appointments, this feature is useful to track invoices that have not been created.) |
| 21. | If using the invoices needed feature, click in the box to set the cutoff date for searching for appointments for which invoices are required but have not been created. |
| 22. | If you want to export invoices to client university student accounts for payment, contact Titanium Support (support@titaniumsoftware.com) for assistance in activating the Billing Processing feature. (Note: This feature will use the fields at the bottom of the Billing tab.) |
| 23. | Click the Appointments tab. |
| 24. | Click the Appointment Code List button. |
| 25. | Click the Edit icon on the menu bar. |
| 27. | On the Details tab, click in the check boxes to require invoices by attendance status: attended, no show, late cancel. |
| 28. | Repeat Steps 24-25 for every appointment code for which you want to require invoices. |
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