It was found that users had been making changes to bills that caused some accounting issues when trying to balance against their reports. Billing controls were introduced to prevent inappropriate editing of bills by using stricter financial controls and avoiding any potential for missing revenue.
The areas of Accuro affected by the billing controls are claims, appointment history (F4), A/R by Insurer, Claim Details, Scheduler, EMR Day Sheet, Appointment Details and Private Payments.
Billing controls ensure that the financial data contained in the reports remains accurate and unintentional errors are no longer allowed to occur. This gives the Billing Reports greater reliability and save time for clinic billing staff in tracking down and correcting A/R issues.
With billing controls there are no immediately visible changes to Accuro. The changes become visible once users with billing permissions try to perform actions on a claim and they cannot due to the billing controls.
The billing matrix displayed below is a comprehensive list of what can and cannot be performed on a bill.
|
State/Action |
Write Off |
Undo Write Off |
Adjust to Paid |
Undo Adjust to Paid |
Submit |
Generate Invoice |
Undo Generate Invoice |
Apply Payment |
No Charge |
Undo No Charge |
No Show |
Undo No Show |
Change Insurer |
Change Patient |
Change Provider |
Change Date of Service |
Archive |
Unarchive |
Apply Macro |
Create Sub-Procedure |
Delete Bill |
Cancel Appt |
Move Appt |
|
Write Off |
Y |
Y
|
N |
Y |
N |
N |
Y
|
N |
N |
N |
N |
N |
N |
N |
Y
|
N
|
Y |
Y |
N |
Y |
N |
N |
N |
|
Adjust to Paid |
N
|
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
N |
N |
N |
Y |
Y |
Y |
Y |
Y |
Y |
N |
Y |
N |
N |
N |
|
Submitted |
Y
|
Y |
Y |
Y |
Y |
N |
Y |
N |
Y |
Y |
N |
Y |
N |
N |
N |
N |
Y |
Y |
N |
Y |
N |
N |
N |
|
Invoiced |
Y |
N |
Y |
N |
Y |
Y |
Y |
Y |
Y |
Y
|
Y |
Y |
N |
N |
N |
N |
Y |
Y |
N |
Y |
N |
N |
N |
|
Paid |
Y
|
Y |
Y
|
Y |
Y |
Y |
Y |
Y |
N |
Y |
N |
Y |
N |
N |
N |
N |
Y |
Y |
N |
Y |
N
|
N
|
N |
|
No Charge |
N |
Y
|
N
|
Y |
N
|
N
|
Y |
N
|
Y
|
Y |
Y |
Y
|
N |
N
|
Y |
N
|
Y |
Y |
N |
Y
|
N |
Y |
Y |
|
No Show |
N |
Y |
N |
Y |
N |
N |
Y |
N |
Y |
Y |
Y |
Y |
N |
N
|
Y |
N |
Y |
Y |
N |
Y |
N |
Y |
Y |
|
Archived |
N |
N |
N |
N |
N |
N |
N
|
N |
N |
N |
N |
N
|
N
|
N
|
Y |
N |
N |
Y |
N
|
N |
N |
N |
N |
|
Unarchived |
Y |
Y |
Y |
Y |
Y
|
Y |
Y |
Y |
Y |
Y |
N |
Y |
Y
|
Y |
Y |
Y |
Y |
N |
Y |
Y |
Y |
Y |
Y |
|
Neutral |
Y |
Y |
Y |
N |
Y |
Y |
N |
Y |
Y |
N |
Y |
N |
Y |
Y |
Y |
Y |
Y |
N |
Y |
Y |
Y |
Y |
Y |
|
Auto No Charge |
N |
Y |
N |
N |
Y |
N |
N |
N |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
N |
Y |
Y |
Y |
Y |
| Legend: N= prevent action, Y= allow action | |||||||||||||||||||||||