User Guide
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Billing Start Menu Items (ON)

Default Billing Percent

Change the default billing percent that sub-procedures are billed at.

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Default Billing Percent from the list displayed.
  2. Click to select from the available options.

    Note: The default is 100%.

Billing Rules

Create, edit, and remove Billing Rules.

Add a Billing Rule

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Rules from the list displayed. The Billing Rules window is displayed.

  2. Click the Add button . The Billing Rule window is displayed.

  3. Click the dropdown list down arrow and select the type of rule from the list displayed and click OK.

  4. Complete the Edit Billing Rule window, as required. The options displayed here are dependent upon the type of rule selected.

  5. To save your changes, click OK.

Edit a Billing Rule

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Rules from the list displayed. The Billing Rules window is displayed.

  2. Click to select the rule being edited and click the Edit button .

  3. Edit the Billing Rule window as required. The options displayed here are dependent upon the type of rule selected.

  4. To save your changes, click OK.

Remove a Billing Rule

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Rules from the list displayed. The Billing Rules window is displayed.

  2. Click to select the rule to be deleted and click the Remove button .

  3. A confirmation message is displayed, click Yes to remove.

  4. Click OK to close the Billing Rules window.

Maximize Bills

Maximize Bills is a feature in Accuro that when selected, rearranges the billing codes order within a Claim to ensure your office is paid the maximum amount possible for a Claim.

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Maximize Bills from the list displayed.

    Note: If there is a tick beside Maximize Bills in Accuro Start Menu, it is already enabled.

New Bill

Open a blank Claim Details form to create a new bill.

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , select Billing and select New Bill from the list displayed.
    Note: Alternatively click the Claims Button  on the Navigation bar, select the Daily Claims tab, right-click the appropriate Claim, and select New Bill from the list displayed.
  2. A blank Claims Details form is displayed. Complete the form as required.

New Procedure

Add a sub-procedure to a selected bill - a bill must be selected from the Claims Section to allow a new procedure to be added. 

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , select Billing and select New Procedure from the list displayed.
    Note: Alternatively click the Claims Button  on the Navigation bar, select the Daily Claims tab, right-click the appropriate claim, and select New Procedure from the list displayed.
  2. A new sub-procedure form is displayed.

Calculator

Open the calculator feature.

Note: The shortcut to display the calculator is Ctrl + Alt + C.

Find Invoice

Find an invoice based on an invoice number.

Find Claim Number

Find an Claim based on a Claim number.

Find Claim ID

Find a Claim based on a Claim ID.

Manage Macros

Create, edit, and remove Billing Macros.

For more information on Billing Macros see Billing Macros (ON).

Manage Diagnostic Codes

When custom Diagnostic Codes are added as outlined below, the code is being added for use in the EMR/Encounter Notes Section. These Diagnostic Codes added cannot be used for billing purposes.

Search for a Diagnostic Code

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Diagnostic Codes. The Diagnostic Search window is displayed.
  3. Type in the ICD9 Code or Description and click the Search button.
  4. Select OK to close the Diagnostic Search window.

Add a Diagnostic Code

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Diagnostic Codes. The Diagnostic Search window is displayed.
  3. Click the Add button . The Add Custom Diagnostic window is displayed.
  4. Type in the Custom Code as required. Add any additional information in the Description field and use the Chronic Condition dropdown, if required.
  5. Click OK to save and close the Add Custom Diagnostic window.

Edit a Diagnostic Code

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Diagnostic Codes.
  3. Type in the ICD9 Code and click the Search button.
  4. Click to select the appropriate Diagnostic Code and click the Edit button .
  5. Edit the Description for the Diagnostic Code and use the Chronic Condition dropdown as required.
  6. Select OK to save and close the Edit Diagnostic Code window.

Mark a Diagnostic Code as Inactive

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Diagnostic Codes.
  3. Type in the Custom Code and click the Search button. Note: Only custom added Diagnostic Codes can be marked as inactive. 
  4. Click to select the appropriate Diagnostic Code and click the Edit button .
  5. Uncheck the checkbox beside Active. 
  6. Select OK to save and close the Edit Diagnostic Code window.

Remove a Diagnostic Code

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Diagnostic Codes.
  3. Type in the Custom Code and click the Search button. Note: Only custom added Diagnostic Codes can be removed. 
  4. Click to select the appropriate Diagnostic Code and click the Remove button . The selected Diagnostic Code has been removed.

Manage Procedure Codes

Create and edit Procedure Codes.
Note: Procedure Codes from the Ministry are added to Accuro by the Development team and should not be added manually.

Add a Procedure Code

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Procedure Codes. The Manage Procedures window is displayed.
  3. Type in the appropriate code.
  4. Complete the fields as fully as possible.
  5. Click Add to save this procedure.

    Note: Procedure Codes cannot be removed manually for more information see Removing Procedure Codes no Longer in Use.

An Alternative Description can be added to the Procedure Code, if desired. 

Edit a Procedure Code

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Procedure Codes. The Manage Procedures window is displayed.
  3. Type in the appropriate code and press Enter on the keyboard.
  4. Edit the Procedure Code as required.
  5. Click Update to save the changes.

Add an Alternative Description to a Procedure Code (ON) 

Alternative Descriptions can be added to a Procedure Code to aid in searching. This field does not override the Procedure Code Description field, which will remain what displays for the Procedure Code in the Procedure Code search, Claim Details, Claims Section, Form Components, etc. 

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Procedure Codes. The Manage Procedures window is displayed.
  3. Type in the appropriate code and press Enter on the keyboard.
  4. Add or edit the Alt. Desc. as required.
  5. Click Update to save the changes.

Manage Procedure Code Categories

Create, edit, and remove Procedure Code Categories.

Add a Procedure Code Category

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Procedure Code Categories and then Manage under Category Name. The Edit Procedure Code Categories window is displayed.
  3. Click the Add button .
  4. Type in the name of the Procedure Code Category and click OK. 
  5. In the Search field of the Available Codes section, search for the appropriate Code for the category. 
  6. Click the desired Code and select the Arrow button  to move it into the Category.
  7. Repeat step 5 and 6 for all desired Codes.
  8. Click Save to add the Procedure Code Category and OK to close the Manage Procedure Code Categories window.

Edit a Procedure Code Category

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Procedure Code Categories and then the under Category Name, select the desired Category. 
  3. To add or remove Codes from the Category, click the code from either the Codes in this Category or Available Codes sections and click the left  or right  Arrow buttons to move the Codes. 
  4. To edit the name of the Procedure Code Category, under Category Name, select Manage. The Edit Procedure Code Categories window is displayed.
  5. Click to select the appropriate Procedure Code Category and click the Edit button .
  6. Type in the desired name, click OK to save and then Close.
  7. Once all changes are made, click Save and OK to close the Manage Procedure Code Categories window.

Remove a Procedure Code Category

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Procedure Code Categories and then Manage under Category Name. The Edit Procedure Code Categories window is displayed.
  3. Click to select the appropriate Procedure Code Category and click the Remove button  .Click Yes in the confirmation window. The selected Procedure Code Category has been removed.
  4. Click Close and OK to close the Manage Procedure Code Categories window.

Manage Service Code Accounts

Create, edit, and remove Service Code Accounts.

Service Code Accounts are used for Service Code Account Payments Report. The report lists a summary of Paid amounts for the configured Procedures of the selected Service Code Accounts.

Add a Service Code Account

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Service Code Accounts. The Service Code Accounts window is displayed.
  3. Click the Add button .
  4. In the text box displayed, type in the Service Code Account.
  5. Click OK to save.

Add Service Code Account Segments

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Service Code Accounts. The Service Code Accounts window is displayed.
  3. Click Configure and select Account Segments. The Service Code Account Segments window is displayed.
  4. Click the Add button .
  5. In the displayed text box, type in the Segment Name and click OK to save.
  6. In the Service Code Accounts window under the Segment name, type in the Segment Name for the selected Code and click OK to save.
             
  7. Click OK to save and close.

Add Procedure Codes to Service Code Account

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Procedure Codes. The Manage Procedure Code window is displayed.
  3. Search and select the desired Procedure Code.
  4. Click the Account dropdown and select a Service Code Account from the list.
  5. Select Update.

Remove a Service Code Account

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Service Code Accounts. The Service Code Account window is displayed.
  3. Click to select the appropriate Service Code Account and click the Remove button . The selected Service Code Account has been removed.

Access Service Code Account Payments Report

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Reports and select Reports from the list displayed.
  2. Under the Billing section click Service Code Account Payments

Manage Billing Numbers

Add and remove billing numbers used to configure Payee Numbers on Provider Billing Details in the Provider Wizard (F2).

Add a Billing Number

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Billing Numbers. The Edit Billing Numbers window is displayed.
  3. Click the Add button .
  4. Type in the Billing Number and click OK to save.

Remove a Billing Number

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Billing Numbers. The Edit Billing Numbers window is displayed.
  3. Click to select the appropriate Billing Number and click the Remove button .
  4. A confirmation message is displayed, click Yes to proceed. The selected Billing Number has been removed.

Manage Claim Tracking

Create, edit, and remove Claim Tracking Pins.
Note: Claim Tracking Pins are not shared between offices; each office has its own tracking pins.

Add a Claim Tracking Pin

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Claim Tracking. The Edit Claim Tracking Pins window is displayed.
  3. Click the Add button .
  4. Type the pin name and abbreviation.
  5. Click the Select Color button and choose the pin icon color.
  6. Click OK to save and Close to close the Edit Claim Tracking Pins window.

Edit a Claim Tracking Pin

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Claim Tracking. The Edit Claim Tracking Pins window is displayed.
  3. Click to select the appropriate pin and click the Edit button .
  4. Edit the pin as required.
  5. Click OK to save your changes and Close to close the Edit Claim Tracking Pins window.

Remove a Claim Tracking Pin

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Claim Tracking. The Edit Claim Tracking Pins window is displayed.
  3. Click to select the appropriate pin and click the remove button .
  4. A confirmation message is displayed, click Yes to proceed. The pin is removed.

Manage Bilateral Codes

Bilateral Billing supports the billing of multiple quantities of one code. If a quantity is greater than one is added to a bill then the percentage of subsequent items is adjusted. The percentage amount after the first item is defined in bilateral billing.

Add a Bilateral Code

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Bilateral Codes. The Manage Bilateral Codes window is displayed.
  3. In the Procedure Code field, type in the code. If the code you add is not already a bilateral code, a prompt to add is displayed.
  4. Click Yes.
  5. The Effective Date defaults to today's date. To change this date double-click on the second Effective Date field and select from the calendar displayed.
  6. Type in the Percent charged for quantities greater than one.
  7. Click Apply and Close.

Edit a Bilateral Code

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Bilateral Codes. The Manage Bilateral Codes window is displayed.
  3. In the Procedure Code field, type in the code being changed. Select the code from the list displayed.
  4. Double-click the second Effective Date field and select from the calendar displayed.
  5. Type in the Percent charged for quantities greater than one.
  6. Click Apply and Close.

Remove a Bilateral Code

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Billing Options from the list displayed.
  2. Click Manage Bilateral Codes. The Manage Bilateral Codes window is displayed.
  3. In the Procedure Code field, type in the code being removed. Select the code from the list displayed.
  4. Click the Remove button . The Remove Bilateral Code window is displayed.
  5. Click Yes and Close.
  6. The Bilateral Code Changes window is displayed. Click Yes to save changes.

Procedure Code Lookup

The Procedure Code Lookup enables a search to be made for a service code by typing in either the service code or a keyword.

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Procedure Code Lookup from the list displayed.
  2. Type in either the Code or Keyword and click the Search button search text rectangle. To view codes you use, click the MyCodes tab.

Manage Insurers

Create, edit, and remove private insurers.

Add an Insurer

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Manage Insurers from the list displayed.
  2. Click the Add button . The Insurer window is displayed.
  3. Complete the insurer details as fully as possible and click Add to save any changes.
  4. Click Close.

Edit an Insurer

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Manage Insurers from the list displayed.
  2. Click to select the insurer being changed and click the Edit button . The Insurer window is displayed.
  3. Edit the insurer details, as required and click Update to save any changes.
  4. Click Close.

Remove an Insurer

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Manage Insurers from the list displayed.
  2. Click to select the insurer to be removed and click the Remove button . 
  3. A confirmation message is displayed, click Yes. The Insurer is removed.

Inactive Insurers

Inactive Insurers are not displayed in the Address Book unless the 'Show Inactive Insurers' is selected. If the 'Show Inactive Insurers' checkbox is selected, inactive insurers are displayed in red.

To access the 'Show Inactive Insurers' checkbox, follow the steps below:

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Manage Insurers from the list displayed.
  2. The Show Inactive Users checkbox is displayed at the bottom of the Manage Insurers window.

Batch Care Card Validation

Batch Care Card Validation is a tool in Accuro for batch submitting patients Care Card numbers for validation. A response is then received back notifying the status of the Care Cards details that were submitted.

Care Card Validation Eligibility Check

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Batch Care Card Validation from the list displayed.
  2. Double-click the From and To fields and select a date from the calendar displayed.
  3. Click the dropdown list down arrow and select the Physicians from the list displayed. An appropriate list of patients is displayed.
  4. Click Evaluate OBEC Response.
  5. Click the Browse button and browse the Responses.Txt file location. This is the file downloaded from GoNET.
  6. Click OK to see the validation results.

Generate OBEC Output File

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Batch Care Card Validation from the list displayed.
  2. Double-click the From and To fields and select a date from the calendar displayed.
  3. Click the dropdown list down arrow and select the Physicians from the list displayed. An appropriate list of patients is displayed.
  4. Click Generate OBEC Output File. The Overnight Batch Validation Upload window is displayed. The path of the submission file is displayed, click OK to continue.

    Note: Batches submitted by 4:00 PM daily should receive a response file via GoNET by 7:00 AM the following day.

Configure Billing Periods

Add, edit, delete, open, and close billing periods for the Billing Periods feature.

See Billing Periods for more details.

Cumulative Preventative Care Bonus

Cumulative Preventative Care Bonuses are paid in the province of Ontario when targets are reached for the following preventative and screening areas:

In this area of Accuro view your progress in all of the screening areas, see which targets have been met and print out claim forms for those meeting the minimum requirements.

Cumulative Preventative Care Bonus Mappings 

  1. Press and release Alt button on the keyboard or click the Accuro Start Menu Button , click Billing and select Cumulative Preventative Care Bonus from the list displayed.
  2. Click the Options tab.
  3. Click the dropdown list down arrow and select the Provider from the list displayed.
  4. Select the Fiscal Year Ending by using the arrow keys to select the year.
  5. Click the Mappings tab.
  6. All the preventative care bonus items are added by default. Use the Add  and Remove  buttons to amend the list, if required.
  7. Click Run to view your results. Where the required rate for a bonus to be paid has been reached, the Create Claim button is available. Where a rate has not been reached, the Create Claim button is greyed out.
  8. Click the Create Claim button to create the annual preventative case bonus claim.
    Note: A separate claim is generated for bonus being claimed.