Daily Charges Processing: Patient Ledger, Payment Allocation, Document Management

\## steps for processing daily charges \### patient ledger and charges \ open the patient record \ navigate to the ledger \ verify that all charges are entered \ ensure that all modifiers are correct \ correct any errors found navigate to claims, click on date you worked on click on generate and submit for all va claims, you need to print and mail these claims can not be electronically submitted claims for blue medicare, all hns claims and hta also need to be printed and mailed ### payment allocation for thf and self pay patients \ for thf/self pay patients, allocate collected payments \ click on the amount collected \ select “allocate payments” and choose the appropriate date \ enter each payment separately \ thf enter a payment of $20 self pay \ first charge enter $45 \ second charge enter $20 \ click on “allocate” to automatically process the payment for the proper date of service \### claim processing, document scanning, renaming, and attachment \ once claims are processed and ready \ scan the document \ rename the scanned document \ attach to the daily charts \ to attach in chirotouch \ open each patient record \ click on “documents” and then “download ” \ drag the named document from the scan file to the corresponding patient record \ click “save ” ### moving documents to ohsc \ prior to moving the document to ohsc \ locate the alphabet letter corresponding to the patient’s last name \ scroll to the correct patient \ open the patient’s folders \ click and hold the shift key \ drag the document to the appropriate folder \ for check payments and any documents related to insurance, place in the “insurance” folder \ for daily charges, re exams, or intakes, place in the “personal” folder