Procedure Code Lookup

1. Click the Claims button on the Accuro Navigation bar.
2. Press and release the Alt button on the keyboard, click Billing and select Procedure Code Lookup from the list displayed. The Procedure Codes dialog is displayed.
3. Type in the Procedure Code or a Keyword and click the Search button. All relevant procedure codes are displayed.

Manage Insurers

Manage Insurer is the area of Accuro where you can add, edit and delete insurers.

To access the Manage Insurers area of Accuro, Press and release the Alt button on the keyboard, click Billing and select Manage Insurers from the list displayed.

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. Click the Start button in the bottom left of the Accuro window.
2. In the Search field type Manage Insurers and select from the list displayed. The Show Inactive Users checkbox is displayed at the bottom of the Manage Insurers window.
   

Setting up Batch Billing (BC, SK)

Batch Billing is an option in Accuro that allows bulk bills to be created for patient's receiving regular treatments e.g. dialysis. In order to use Batch Billing this option has to be enabled by a person in your clinic with Administrator level access to Accuro.

In order to be able to run Batch Billing for a patient they must have the following:

• Office Provider.
• Procedure Code.
• Schedule.
• Location.

For Batch Billing to run correctly, the steps below must be followed:

1. Enable Batch Billing in the Accuro Wizard.
2. Add Batch Billing Codes.
3. Add Batch Billing Locations.
4. Create Batch Billing for a selected patient.
5. Run the Batch Billing to create the bills.

In the Batch Claims Office window if bills have already been created the patient's name is displayed in blue text. Although these bills have been created, the information is stored for historical data.

Important Note: There is no undo function. If a batch of bills are created in error, they have to be deleted manually.

Enable Batch Billing (BC, SK)

1. Press and release the Alt button on the keyboard, click Configuration and select Configure Accuro from the list displayed.
2. Click Next.
3. Select the Accuro Wizard radio button and click Next twice. The Accuro Modules checkboxes are displayed.
4. Select the Batch Billing checkbox.
5. Keep clicking Next until the last window and then click Finish.
6. Restart Accuro for the changes to take effect.

Add Batch Billing Codes (BC, SK)

1. Press and release the Alt button on the keyboard, click Billing and select Billing Options and then Manage Batch Codes from the list displayed. The Batch Codes window is displayed.
2. Click the Search button and select the appropriate billing code. You can search by either code or keyword.
3. Click OK to accept the code.
4. Type in an abbreviation for the code and click the Save button . Add as many locations as are required.
   
   Note: The abbreviation for the code cannot be more than two characters.
5. Click the and select the Cycle from the list displayed. This is the frequency that claims are submitted i.e. selecting weekly allows the creation of a week's claims at a time. The option of selecting exact days is available when you create batch billing for a specific patient.
6. Click the and select the Location from the list displayed.
7. Click OK to save your selections.

Add Batch Billing Locations (BC, SK)

1. Press and release the Alt button on the keyboard, click Billing and select Billing Options and then Manage Batch Locations from the list displayed. The Batch Locations window is displayed.
2. Type in the name of a Location and click the Save button . Add as many locations as are required.
3. Click OK to save your locations.

Create Batch Billing for a Patient (BC, SK)

Once Batch Billing is enabled an extra tab called Batch Billing is displayed in the Patients area of Accuro. If you cannot see the Batch Billing tab, contact your Office Administrator to get Batch Billing enabled. For more help see Enable Batch Billing (BC).

The Batch Billing tab is divided into several sections, some are required for billing, other are treatment information for your patient and the remainder contains record keeping information for your clinic.

1. Select the Appropriate Patient.
2. Click the Patients button on the Navigation bar.
3. Click the Batch Billing tab.
4. Click the checkbox(es) to select the Procedure applicable to the selected patient.
5. Click the checkbox(es) to select the days the patient is to receive treatment.
6. Click the Ellipses buttonand select the Diagnosis Code by typing in the code or keyword and clicking the Search button.
7. Select the appropriate diagnosis from the list displayed and click OK.
8. The Clinic and Stored Year are record keeping fields and your clinic may choose whether or not to use them.
9. Click the checkbox(es) to select the Location(s) for treatment from the list displayed.
   
   
10. The termination date and reason are not applicable when setting up Batch Billing and can be left blank.
11. The bottom left of the window displays information specific to your patient's treatment and should be completed accordingly.
12. The bottom right of the window contains fields for hospital stay information and should be completed as applicable. This is record keeping information and is not used on the bills that will be created.
13. Click Update Patient to save your changes.

Terminate Batch Billing for a Patient (BC, SK)

Once Batch Billing is no longer required for a patient, this is how to terminate the process.

1. Select the Appropriate Patient.
2. Click the Patients button  on the Navigation bar.
3. Click the Batch Billing tab.
4. Click the Calendar to the right of the Termination Date field and select the appropriate date.
   
   
   
   Note: If you select the incorrect date, click the Remove button to clear the date field.
5. Click the and select the Termination Reason from the list displayed.
6. If the patient was transferred, double click the Referred On field and select a transferred date from the calendar displayed.
7. Click Update Patient to save your changes.

Run Batch Billing (BC, SK)

1. Press and release the Alt button on the keyboard, click Billing and select Batch Claims from the list displayed.
2. Select the Locations from the list displayed and click OK. The Batch Claims Office window is displayed.
3. Make any changes to the treatment and/or days of treatment, if required.
   
   Note: The user can update the displayed week's treatment without affecting any other weeks of treatment scheduled.
4. Click the Create checkbox, if applicable. If you have patients whose bills aren't ready to be created, by deselecting this checkbox, their bills are not created.
5. Click the Run Batch button. A confirmation message is displayed outlining the number of claims being created.
6. Click Yes to continue. The claims are created and the window is closed.

Debit a Bill (BC, AB, NS)

Claims that were billed incorrectly can be refunded by using Debit Bill.

1. Click the Claims button on the Navigation bar.
2. Right-click on the appropriate claim and select Debit Bill from the list displayed.
   
   Note: In BC select Options and then Debit Bill.