Contents - Healthonomy
Transcription
Contents - Healthonomy
TRAINING Contents Welcome to Healthonomy 2 Patient Information 3 Reports 12 Appointments 20 Billing 25 Workflow & Referrals 33 Welcome to Healthonomy It’s a powerful, cloud-based tool for managing your Workers’ Compensation practice -- this Guide contains searchable, step-by-step instructions for Healthonomy’s many functions. With Healthonomy, you have an integrated tool to manage your practice. This Guide will help you take advantage of all that Healthonomy offers. SCHEDULING REPORTING BILLING IS JUST THE BEGINNING The main navigation tabs organize Healthonomy into major function groups: Home Organize tasks from your Dashboard, and filter encounter information for an in-depth view of your practice. Patients View and filter data relating to your patient information. Reports Filter data on all reports generated in your Healthonomy. Appointments Schedule appointment and manage clinic schedules. Documents Manage documents sent, received and uploaded. Referrals Refer patients to other Healthonomy users. Billing Access billing analytics. Tasks Manage tasks and workflow. Administration Limited access for administrators only with features such as usage statistics and user management tools. FEEDBACK Click the feedback button from anywhere in Healthonomy to send an e-mail to support. TRAINING Patient Information Patient Tab Functions 4 Patient Page Functions 5 Create a New Patient 6 Assign PTP and Facility 7 Create Referring PTP Practice 8 Injury Information 9 Add to Your Databases 10 Edit Patient Information 11 Patient Information BACK TO CONTENTS Patient Tab Functions Filters are a powerful tool for analyzing workflow, productivity and other data. See “Using Filters” for more detail. Click to create a new patient To find a patient, begin typing name, DOB or SSN here. Click to watch “How To” videos Click these links for helpful features related to your patients. Lost List of inactive patients with no future appointments. Refer Refer multiple patients to another Healthonomy user. Recently Referred In List of patients referred to your practice from another Healthonomy user. Recently Referred Out List of patients referred from your practice to another Healthonomy user. Lock Patients Lock multiple patients. Full List Download a .csv file of all patients in your Healthonomy tenant. Master List Download an Excel spreadsheet of your Master Patient List. The list section offers several useful links. Name/Phone Click to sort alphabetically. Click the patient’s name to go to his/her page. Birthday/SSN Click to sort list by date of birth. Latest Encounter This column contains scheduling and encounter links for each patient. Patient Page Functions Click to upload patient photo Print demo sheet Encounter summary See demo details Create a new patient Add a note Find a different patient Create an appointment View documents & records Click these links for helpful features related to your patients. Edit Click to edit patient information Info Updates See a list of patient information updates. Alert/Lock Add an alert and/or lock patient. Delete Delete patient; this function is only available to Administration. Refer/Send Documents Refer patient and/or send documents to another practice in Healthonomy. This section organizes appointments in chronological order, and features several important links. Type (Follow Up Visit, etc) Click to access chart notes. See Reporting for more details. Date/Time Click for Scheduling pop-up window. See Scheduling for more details. State Useful link for tracking the status of the patient’s visit and reports. Documents/Reports Links to all documents and reports related to the appointment. Create reports by clicking “New.” Create a New Patient It’s very important to create patients with accurate information and punctuation because many functions in Healthonomy use this information. For instance, when you select PTP in Provider Role on Case Information, Healthonomy knows to create all reports as PTP-specific. The demo sheet and history section pull text from the patient information exactly as typed. When a patient is referred from one practice to another in Healthonomy, important case information like Insurance Company, Phone/Fax numbers and Claim number will be referred as well. 1. Click “New” button to the left of the “Find Patient” search box. 2. Enter patient demographic information. Gender and Date of Birth are required. Healthonomy will warn you if you try to create a patient without this information. 3. Assign PTP and Case Information. [more details] 4. Enter injury information. [more details] 5. Click create. See the following pages for more detail. 1 2 3 4 5 Case Information Healthonomy allows multiple cases for a patient, so that you can group injuries by case type. For example, if a patient has a Work Comp (WC) injury as well as a Personal Injury (PI), you should create 2 cases for that patient. 1. Name the Case: Case Name defaults to “1,” however, you may also name the case. It is recommended to identify cases by case type. Example: 1-WC, or 2-PI. 2. Select Provider Role from the dropdown menu. 3. Select Case Type 4. Enter referral information. 5. If necessary, click “Add Case” to add another case. 1 2 3 4 5 Assign PTP and Facility In the case information section, you will assign the patient’s facility and Primary Treating Physician. If the PTP is part of your Healthonomy tenant, begin tying the name in the box below. A dropdown menu will appear with all relevant facilities; simply choose the correct facility and Primary Treating Physician. If the patient was referred to you from his or her PTP, see NEXT PAGE for instructions on adding referring PTP information. Create Referring PTP Practice For PTPs who refer patients into your practice: 1. Click “New PTP Medical Practice” button in the Case Information section. 2. Enter practice name in the pop-up window. 3. Notice the “Did you mean...” box. As you type the practice name, any existing practices with simliar names will be shown here. It is important not to create duplicate practices. 4. Cick Add Address. 5. Enter address information. 6. Click create. 7. Begin typing the practice name to select. 1 2 3 4 5 6 7 Injury Information 1. Select Case. 2. Select Injury Type. 3. Enter Date, or Dates for a Continuous Trauma injury. 4. Enter Injured Body Parts. Note that text entered here will output in the history portion of narrative reports, so type it in as you would have it appear in a sentence, (for example, do not use capital letters or abbreviations). 5. Enter WCAB and/or EAMS # number. 6. Select preference for Authorization Request: Insurance or Utilization Review 7. For the Employer and Insurance information: - Click in the “search by” text box. - Begin typing the name. - If the company or law firm already exists in your database, it will appear in a dropdown menu. Check first before creating a new entry. - If the Employer or Insurer does not appear, create a new one. - See “Add to Your Databases” for more information. 8. To add an additional injury, click the “Add Injury” link in the bottom left corner. 9. To delete an injury, click the black ”X” at the top right corner. Add to Your Databases Healthonomy creates a unique database for the following entries in Patient Information: o Applicant Attorney o Referring PTP o Collector o Employers o Defense Law Firm o Billing Reviewer o Utilization Reviewer Once you save the information, Healthonomy stores it in a database in your Healthonomy tenant. The next time you need to fill in, for example, Applicant Attorney “John Doe,” just begin typing and the name will auto-fill from the database. It’s important not to create multiple entries in the databases because many of the advanced analytic features in Healthonomy rely on accurate data input. For example, if you want to see a list of patients represented by Applicant Attorney John Doe, it is important that there is one entry in the App Atty database for all the patients. For creating new entries in your database for all of the above, the process is as follows. We’ve used Applicant Attorney as an example. 1. Click “New Law Firm” 2. In the pop-up, enter name. 1 2 3. Notice the “Did you mean...” box. As you type the name, any existing practices will be shown here. This tool helps prevent duplicate entries. 3 4. Cick Add Address. 5. Enter address information. 4 6. Click create. 5 6 Edit Patient Information Click Edit Edit Patient Demo 1. To edit an existing entry, click the the name and edit in the pop-up. Edit A Database 1 2 2. To remove the name and change to a new company, click “change.” Databases o Applicant Attorney o Collector o Employers o Defense Law Firm o Billing Reviewer o Utilization Reviewer INSURANCE DATABASE Your Healthonomy has the Lockard Industrial Insurance Companies List as your insurance database, if you requested it. It’s best to use the database entries as they already exist and add information such as adjuster and claim number. This helps prevent duplication in your database. If you would like more information, please contact support. TRAINING Reports Case Information 7 Reports Overview 13 Report Functions 14 Chart Tab Functions 15 Report Page Functions 16 Edit A Report 17 “Prepare Report Again” 17 Edit A Finalized Report 17 Updated RFA Form: March 1, 2014 18 Create RFA with MTUS References 19 Reports BACK TO CONTENTS Reports Overview Reports in Healthonomy are organized around Appointments and Encounters. Appointment In Healthonomy, an “Appointment” is defined as a patient visit. They are also listed in the scheduling tab, called Appointments. Appointment types may include (depending on your Healthonomy setup): o Initial Visit o Follow-Up o Therapy o Procedure/Surgery Reports that can be generated on an Appointment include billable reports, addenda and other important non-billable reports. Billable Reports: Form 5021 Doctor’s First Report of Occupational injury or Illness Initial reports PR-2 Follow Ups PR-2 Permanent & Stationary Report Addenda (Non-Billable) RFA: Request for Authorization for Medical Treatment Customized Surgery Submission or Fax Proof Referral Sheet Proof of Service Additional Non-Billable Reports (customized for your needs) Patient Packets Future Appointments Mileage report History & Complaints Subjective Complaints MPN Questionnaire Encounter All supplemental reports are created on an “Encounter” so that they do not appear in the appointments schedule. Encounter types may include (depending on your Healthonomy setup): o PR-2 Medical Record Review o Medical Team Conference o Phone Call Supplemental Peer-to-peer o Denial Supplemental o RFA (to create a specialized Request for Authorization form) o Supplemental Report Functions Reporting in Healthonomy is organized around appointments and encounters, just like a physical chart. When a patient is scheduled for an appointment, all reporting tools necessary for that appointment type and specialty are contained within the appointment or encounter, as configured for your particular practice. Let’s look at an initial chiropractic visit for example. Initial Visit 1 1. Click Appointment Type 2. Chart Tabs appear 2 Chart Tabs The Chart Tabs are configured by encounter type and specialization. The general content is as follows: Patient Info Demographics, Case Information and Injury Information. History Detailed History of Injury, including impact of injury on ADLs; Medical History; Occupational History; and Social History. This tab outputs for Initial reports, PR-4s (Permanent & Stationary) and QME reports. Complaints Includes present complaints by body part, pain aggravators, treatments and improvements. Examination Physical examination configured for your tenant by speciality type. Diagnosis Most common ICD-9 codes are loaded into Healthonomy; just start typing a code or name and a dropdown of choices appears. Also, if you choose, the Diagnosis tab can have reference to MTUS and/or ODG guidelines. Medical Records Type in your reviews for two types of records: Diagnostics and Medical Records. Add in time spent in review for automatic output into the report. Treatment Plan Treatments and recommendations, complete with MTUS/ODG references and CPT codes for RFA output. Medications For prescribing medications. RFA Depending on your tenant customization, you may have an RFA tab where ICD-9s and CPT codes from the encounter will populate; you just need to tell Healthonomy how you’d like them formatted. Superbill To be used by the doctor to fill in the superbill for the visit or report. SBR/IBR Create an SBR or IBR with just a few clicks. Chart Tab Functions Chart Tab Save Your Work Open tab is orange. Click here or click on a tab. Encounter Info & Navigation • View appointment information • Click patient name to return to patient page • Click State link to update encounter state (“Scheduled” in above example). Records Reviewed Sortable list of medical record reviews. Sections • Go to top of tab • Expand all • Collapse all, and expand only the section you want to view by clicking that section title. • Go to any section by clicking in section nav table. 1 2 3 Click “Other Encounters” to compare and copy previous tabs. Click “Documents” to upload new and view uploaded documents. 4 Report Bar: Visible at the bottom of every tab within an encounter. 1. New Report: Click here to create a new report, or to choose a previously prepared report from the dropdown menu. 2. Report Type: Report to be prepared. 3. Report Date: Defaults to encounter date. 4. Prepare: Prepare or Reprepare the report. This will create an editable prepared report from all data entered into all tabs. 5. Save: Save your work, or reset the tab to previous version. 5 Report Page Functions When you prepare or re-prepare a narrative report, a draft report with “DRAFT” watermark is created on a unique url. Here, you may review and edit the report before finalizing. Click for pop-up to update state, assign to a user or group, and/or make a note. Preview, Re-prepare and Finalize Navigate to report sections Find a different patient Create a new patient View documents & records Click these links for the functions/features below, or right click and open in a new tab. Patient Name Return to patient page. Chart Notes “Follow Up Visit” above -- click to return to chart notes. Appointment (date) Click for Appointment pop-up, where you can view patient information, edit encounter nformation, change encounter date, change provider, assign to a different user or group, make a note, see encounter history and delete the encounter. Report (with type, number, state) Click for Report pop-up, where you can view patient information, review report information, change encounter and report dates or delete the report, if you have access for deleting reports. Edit A Report The prepared report page looks like this, with “DRAFT” watermarked on it. To edit a report, follow these steps. Double Click on the section to edit. Type in your edits and click OK. “Prepare Report Again” This button re-prepares the report by pulling all data from the Chart Tabs; clicking here will overwrite any edits you may have made on the prepared report. Edit A Finalized Report Only Administrators can unfinalize reports. Also, if a report has been billed, please check with your Billing Administrator before unfinalizing a report Click Unfinalize A NOTE ON EDITING REPORTS It is preferable to make changes in the chart notes, especially if the information might be copied forward into the next report. 1 1. Update the state 2. Assign to a user or to a group 3. Make a note, if desired. 4. Unfinalize report For example, changes to the patient’s Diagnosis should be made on the Diagnosis tab, not by editing the prepared report. 2 3 4 Updated RFA Form: March 1, 2014 Beginning March 1, 2014, the DWC is requiring a new Request for Authorization for Medical Treatment (DWC Form RFA), which has been implemented in Healthonomy. There are two major differences in the new form: 1. ICD-9 codes aligned with corresponding CPT/HCPCs are now required, rather than grouped together in one section as on the previous DWC Form RFA. 2. “Other Information” is now separated by line item as well, rather than the one large text box on the previous RFA form. 1 2 To further support your treatment requests, Healthonomy now offers the ability to import MTUS Guidelines by ICD-9 and CPT code, which prints out as an additional page with your RFA. NEW: Create RFAs supported by MTUS Guidelines Any text that does not fit in the Requested Treatment section of the RFA also prints on the attached form. Next Page: See how to encorporate MTUS references with your RFA. Healthonomy is prepared for the change, and we have added features to help our clients create stronger RFAs. Create RFA with MTUS References 1 Select MTUS References 1. Start on the Diagnosis tab. 3 2 2. Enter ICD-9 & Diagnosis as usual. 3. Click MTUS link beside Diagnosis for a list of corresponding treatments by CPT code. Click for the MTUS entry for that ICD-9 and CPT. 4 4. Select the desired CPT code from the list. Then Click “Include in Report.” 5. On the Diagnosis tab, you may review a summary of MTUS references to be included in the report and RFA. Click “Remove MTUS” button to delete the reference from both the report and the RFA. 5 1 COMING SOON: ODG Guidelines Create DWC Form RFA 1. Click on the RFA tab. 4 2 5 2. Select Diagnosis from the drop-down menu; this list is from the Diagnosis tab. 3. Refer to the MTUS summary list for corresponding CPT codes, as choosen on the Diagnosis tab. 6 4. Enter CPT codes that correspond to the selected ICD-9 codes. 5. Enter other information, if desired. 3 6. Enter additional notes, if desired. 7. Prepare report as usual. Please note that if more than 5 Treatment Requests are created, or if Other Notes is filled, Healthonomy will automatically create an “Overflow “Section on the additional page(s). TRAINING Appointments Appointments Overview 21 Schedule An Appointment 22 Edit An Appointment 23 Delete An Appointment 23 Create Recurring Appointments 24 Appointments vs. Encounters 24 Appointments BACK TO CONTENTS Appointments Overview Date Print, Print Extended List Date: Forward, Back Appointments View By: Day, Week, Month Calendar View Types Providers Facilities DETAILS: Date Select date for calendar view. Date: Forward, Back Easily navigate between dates. View By: Day, Week, Month Select type of calendar view by day, week or month. Providers List of all active providers in your Healthonomy tenant. You can easily sort the list, and the calendar view, by selecting: Hide, All, None or Only. For example, clicking “Only” beside a doctor’s name will change the calendar display to only show those appointments. Also, the colored bars on this list are the key for the schedule’s color coding. Facilities List of all active facilities in your Healthonomy tenant. It works like the Providers list. For example, clicking “Only” beside a facility name will change the calendar display to only show appointments for that facility. Print, Print Extended Click to print out a simple list or extended list, which includes more information and any encounter notes. Appointments Click on the appoint to see the pop-up, where you can edit and update the appointment status. Calendar View Types Click to set your desired calendar view. Ask your Healthonomy rep about available calendar customization options. Schedule An Appointment There are two locations in Healthonomy from which you can create an appointment. Appointments Patient’s Page Patient Fill out the New Appointment pop-up window, and click Create. Begin typing patient name (from scheduler only). This field will be filled in automatically if you start from the patient’s page. Provider Select the doctor/provider for the visit. Specialty Select specialty. Future appointments will automatically select specialty. Facility Select facility. Future appointments will automatically select the patient’s facility. Type Choose appointment type: Initial Visit, Follow-up, Therapy, etc. These options will be configured for your tenant Date/Time Enter date and time. The date will be filled in automatically if you start from the scheduler. You can also click on the calendar, and Healthonomy will automatically fill in the appointment time. Duration How long is the appointment? Healthonomy will automatically fill in your default appoint duration. Encounter Memo A permanent memo that will be viewable from the scheduler and patient page, and will print out on the appointment list. Case Choose the case as defined on the patient information page. Example: WC for Workers’ Compensation or PI for Personal Injury. Interpreter Check if Interpreter needed for this appointment. It will be viewable from the scheduler and patient page, and will print out on the appointment list. If Interpreter is indicated on the Patient Information tab, this will be automatically checked as well. Transport See note for Intrepreter. Repeats Set up repeat appointments with just a few clicks. See “Create Recurring Appointments” for more details. Encounter State Update status of the appointment. Assign To Assign the appointment to another user or group for next steps. Note for Update This note will be viewable only until the state is updated again. For example, if you’ve changed the state to “No Show” and assigned to Office group, you might note here: Call patient to reschedule. Edit An Appointment There are two locations in Healthonomy from which you can edit an appointment. Patient’s Page Appointments Click Edit Delete An Appointment From the Schedule pop-up (above): Click Delete Create Recurring Appointments Create or Edit Appointment Click Repeats Fill in the repeat appointment information, and click Create. Appointments vs. Encounters Reports in Healthonomy are organized around Appointments and Encounters. In Healthonomy, an “Appointment” is defined as a patient visit. They are also listed in the scheduling tab, called Appointments. All supplemental reports are created on an “Encounter” so that they do not appear in the appointments schedule. See “Reports Overview” for more information. TRAINING Billing Create A Bill 26 Create A Bill (continued) 27 RVRBS: The New Fee Schedule 28 RVRBS: Fee Calculator 28 Add A CPT Code 29 Print Patient Ledger 29 Post A Payment 30 Second Bill Review 31 Billing Analytics 32 Billing BACK TO CONTENTS Create A Bill Click Create Bill Bill state will update to “Ready to Bill” when a report is finalized. 1. Patient and appointment information automatically populates. 1 2 3 4 2. Any CPT codes entered on the Superbill Tab populate here. You can also enter CPT and HCPCS codes below. 3. Bill Type, Date and Report populate automatically here. 4.“Show report” opens the report to be billed in a new tab. 5 5.Information for CMS-1500 boxes populates automatically. You can also set values manually; for example, the dropdown menu for Original/ Duplicate/Appeal (Box 10d) includes all necessary options. 6. Fee schedule is set automatically to the appropriate schedule depending on the date of service; for dates after January 1, 2014, the default is CA DWC RVRBS. The exception is users who have a custom Usual & Customary fee schedule entered. 6 7 7. See next page for details. 8 9 7 See next page for more details. 8. Information for CMS-1500 boxes 24J, 29, 32 and 33 is set by default in your tenant, but can be changed here if necessary for the specific form you are creating. 9.Click to create bill. Healthonomy automatically fills in the CMS-1500. Create A Bill (continued) The “Service Line” section fills out Box 24 of the CMS-1500 for you, up to 6 lines per form. Click Show Diagnosis 1 2 4 3 5 Check all Dx. 1. Date and provider information automatically populates. Check specific Dx. 2. Modifers for selected code. 3. Click “Details” to see calculation: Diagnosis Auto-Populates Add New Diagnosis 4.Click the number link (in blue) under Charges/Mult to see details regarding Multiple Procedure Cascade, Modifier Multipliers. Choose Code From List OR Add From Superbill 5.Totals for each Service Line and Total Charges for the bill (CMS-1500 Box 28) update automatically. RVRBS: The New Fee Schedule On January 1, 2014, the California Division of Workers’ Compensation (DWC) began using a resource-based relative value scale (RBRVS) based physician fee schedule, which is applicable for services rendered on or after January 1, 2014. To address the impact of this decision on all of our clients, Healthonomy has created the following resources and calculators within the software: Healthonomy oIf you are using the billing function of Healthonomy, the new fee updates automatically schedule is already loaded and transitioned for you. as new Fee Schedules oThe new fees update at least quarterly; some code values update are published. weekly. The actual fee will change based on date of service; fees are calculated from regularly updated government resources (roughly 6 different resources). Healthonomy updates fee schedules for you. oHealthonomy also features a convenient fee calculator; see below. For CPT and HCPCS definitions, we recommend that you acquire copies of the official AMA code books, which are generally updated yearly. Healthonomy Billing offers a comprehensive billing module that includes the many variables required for billing calculations, as of January 1, 2014: oConversion Factors oCalifornia-specific Codes oFacility and Non-Facility oModifiers oCCI Edits oGAFs oRVUs In addition, Healthonomy Billing will continue to address dates of service retroactive to the 1997 fee schedule. RVRBS: Fee Calculator Healthonomy’s RVRBS Calculator quickly and easily calculated what is due based on California’s new RVRBS Physician Fee Schedule. The calculator includes all six (6) fee schedules currently in effect; plus, we update the calculator and billing function as new Fee Schedules and Regulatory changes are announced. Administrators may access the Fee Calculator from the Adminstration Tab: Add A CPT Code Your Healthonomy is loaded with most commonly used codes. Billing Administrators can add any extra codes in a few easy steps. From the Administration Tab: Find Add New Print Patient Ledger Staff with a Billing or Billing Administrator login can print the patient’s billing ledger with a few clicks. 1. From the patient’s page, click “Download xls.” 2. In the dialog box, choose to Save or Open the document with MicroSoft Excel® and click OK. 3. An Excel sheet with all ledger data will open. You may then edit any information that you do not wish to share on the ledger. Print Ledger Post A Payment 1 Users with Billing or Billing Administrator permissions may post credits in Healthonomy. From the patient’s page: 1.Click “Post Credit.” 3 2 4 2. In “Credit(s)/Response” section, choose the relevant items. In this example, we have a payment (partial) as well as an EOB. *It’s important to fill this section out correctly, as the content of the window changes based on what you’d like to do. 3. Note that you may upload a scan of the relevant documents at this point in the process. 5 6 7 4. Log payment information including From, payment type, check number and a memo if desired. Dropdown menus populate automatically from demo info. 5. In the case of an EOB/EOR only, spaces for Denial Text and Denial response will appear. 6.Click to automatically fill out a Second Bill Review form. 7. If desired, note Bill State, Assign To, create Update Note. 8 9 8. Enter Amount, with options to: Clear All Write-Off Balance Distribute Payment (evenly) Pay All CA DWC 9.Enter payment, penalties/ interest, balance to write off. 10. Click Create. Second Bill Review When you post a payment, Healthonomy fills in the Second Bill Review (SBR) tab for you. Also, you can go to the SBR tab on any encounter to create the SBR; for example, if you receive an EOR/EOB with no payment, simply go directly to the SBR tab on the appropriate date of service to create the SBR. State of California Division of Workers’ Compensation Provider’s Request for Second Bill Review California Code of Regulations, title 8, section 9792.5.6 The Medical Provider signing below seeks reconsideration of the denial and/or adjustment of the billed charges for the medical procedures, goods, or services provided to the injured employee. Employee Information Employee Name (Last, First, Middle): Demo, Bill Date of Birth (MM/DD/YYYY): 07/07/1977 Social Security Number: 123-45-6789 Date of Injury (MM/DD/YYYY): July 7, 2013 Claim Number: 123456789 Provider Information Provider Name: John Q. Provider, M.D. Contact Name: Address: City: Anaheim State: CA 1234 Euclid Ave Zip Code: 92805 Phone: (888) 999-7777 Fax Number: (888) 999-7776 E-mail Address: [email protected] NPI Number: Claims Administrator Information Claims Administrator Name: GALLAGHER BASSETT SERVICES, INCORPORATED Contact Name: Address: P.O. Box 22348 City: Tucson State: AZ Zip Code: 85734 Phone: (818) 846-5297 Fax Number: (818) 846-1153 E-mail Address: Employer Name: Joe's Garage Bill Information Provider’s or Claims Administrator’s Bill Identification Number (if any): Was Billed Service Authorized? Yes No Date Explanation of Review Received by Provider: 01/10/2014 List of disputed procedures, goods, services (attach additional pages if necessary): Treatment/Service/ Amount Date of Service Item in Dispute Amount Paid Amount in Dispute Billed 1/01/2014 (include modifier, if any) 62278 358.32 150.00 358.32 Additional Supporting Information/Documentation Attached? Yes No Reason for Requesting Second Bill Review and Description of Additional Supporting Information/Documentation: Denial response goes here. Date of Service Treatment/Service/ Item in Dispute (include modifier, if any) Amount Billed Amount Paid Amount in Dispute Additional Supporting Information/Documentation Attached? Yes No Reason for Requesting Second Bill Review and Description of Additional Supporting Information/Documentation: Signature: DWC Form SBR-1 (version 12/2012) Date: Page 1 Billing Analytics Billing or Billing Administrator users can view important data on the Billing tab. Billing Tab The Bills tab lists all billing data and can be filtered for the specific data you require. Bills Bill Aging On the Billing Analytics tab, you can see and download your billing data, organized by Patient, Provider, Facility, Collection Agency, CPT code or report type. The Bill Aging tab breaks out bills with a positive balance -- and you can click on the age range to see more details. Billing Analytics TRAINING Workflow & Referrals Refer A Patient From Patient Page 34 Refer Multiple Patients 35 Upload Multiple Documents 36 BACK TO& CONTENTS Workflow Referrals Refer A Patient From Patient Page Click “Refer Out” 1 1. Fill out referral: - To Client & Facility - From Provider & Facility 2. Select the injuries you want to refer. 3. Select the documents you want to send. 4. If desired, you can also designate specific CPT codes to Refer for. 2 5. Make a note (not required); the referral will see the note in their Healthonomy tenant. 3 6. Click “Refer Patient.” 4 Referral Summary on Patient Page 5 6 Refer Multiple Patients Healthonomy makes it easy to refer multiple patients to the same Healthonomy client. 1. From the Referrals tab, click on “Refer Multiple Patients.” 2. Select the Client to refer to, and enter all patients. 3. Then click “Refer Patient,” and all patients will be referred. Refer Multiple Patients Upload Multiple Documents Documents Tab Upload Documents Drag and Drop Multiple Docs Here Click “Upload” Assign Uploaded Documents to Patients