Course 2 of Billing Bootcamp will take you on a tour of a patient purchase, including: 

• 2A: How are service codes added to a purchase?
• 2B: Attaching insurance to a purchase
• 2C: Understanding patient responsibility
• 2D: Take a payment
• 2E: Creating a credit
• 2F: Applying a credit
• 2G: Reviewing the provider, billing profile, and case type on a purchase
• 2H:  View & deliver patient invoice
• 2I:  Write off patient balance
• 2J: Understanding courtesy billing & disabling insurance billing
• 2K: Locking a purchase

⏰ Expected time: 40 minutes

☞ (2A) How are service codes added to a purchase?

There are two main ways to add codes to a purchase: 

• The Provider can Import & Point directly from the Plan Wizard
• A Team Member can SALT codes from the patient's previous purchase

🎥 See it in Action:

☞ (2B) Attaching insurance to a purchase

After you have added service codes to the purchase, you can attach the patient's insurance policy that we created in Course One. 

This step is only required if you've created the insurance policy after the patient checks-in. If you created the policy before the patient checks in, ChiroUp will auto-apply the insurance policy to the purchase! 

💪 Try it Yourself:

☞ (2C) Understanding patient responsibility

To apply a patient payment towards a purchase, there must first be a Patient Responsibility balance.

There are two types of patient responsibility: 

• Insurance Patient Responsibility (copay, deductible, and/or coinsurance)
• Self-pay patient responsibility (non-billable services and supplements/supplies) 

🎥 See it in Action:

☞ (2D) Take a payment

After designating Patient Responsibility, you’re ready to take and apply payment. You can do this in two ways:

• From the purchase – best for collecting payment during check-out.
• From the Payments tab in the patient record – best for taking payments for multiple dates of service or creating a credit.

This video will walk you through how to take a payment directly from a purchase, as well as how to process a payment from the Payments tab.

🎥 See it in Action:

☞ (2E) Creating a credit

A credit is an unapplied patient payment. Collect payment now and apply it later by creating a credit. 

💪 Try it Yourself:

☞ (2F) Applying a credit

If a patient has a credit on their account, you can apply that credit to an outstanding patient balance. 

💪 Try it Yourself:

☞ (2G) Reviewing the provider, billing profile, and case type on a purchase

Key billing and claim details can be viewed and edited directly on the purchase, including the rendering provider, billing profile, and case type.

🎥 See it in Action:

☞ (2H) View & deliver patient invoice

The Patient Invoice will detail charges, patient payments, payor payments, and any write-off. You can print or email patient invoices! 

💪 Try it Yourself:

☞ (2I) Write off patient balance

You'll write-off any contractual obligation balance at the time of posting an ERA. However, you can write-off a patient balance at any time. 

💪 Try it Yourself:

☞ (2J) Understanding courtesy billing & disabling insurance billing

• You can enable Courtesy Billing for patient purchases with out-of-network payors when you do not accept assignment. Enabling Courtesy Billing will still generate a claim, but the entire billed amount will be designated as patient responsibility.
• You can also Disable Insurance Billing for purchases when a patient has an insurance policy but you don’t want to send a claim. Disabling Insurance Billing will designate the entire billed amount as the patient’s responsibility.

🎥 See it in Action:

☞ (2K) Locking a purchase

Locking a purchase serves as your stamp of approval, confirming that the purchase is ready for claim submission — with all service codes, diagnosis codes, and modifiers properly designated. ChiroUp won’t allow you to submit a claim until the purchase is locked and will display an error prompting you to lock the purchase during claim testing if it isn’t yet locked.

🎥 See it in Action:

Course 2 Related Resources: