Access a patient’s billing history directly through a pop-up without having to search for a specific claim. The pop-up will show the billing code, diagnostic code, date, value, status and physician that submitted the claim, depending on a users’ permissions.
The pop-up is available on the Lookup Claims, New Claim, My Patient List, and My Billing screens. When you click on the claim ID hyperlink in the Patient Billing History pop-up it will open the claim in a new tab, so you can look at claim details without losing your view of the Patient Billing History summary.
*Above: The Patient Billing History on the Patient List
*Above: The Patient Billing History on MyBillings
How do you access a Patient’s Billing History?
The Patient Billing History is only available to users (authorized users, physicians, etc) who share a patient database and information will only be available based on account permissions.
Please note: if you use your account with multiple institutions, only claims that are linked and submitted through the account with a connection to the patient database will have this feature visible. If you want to see other information, you will have to contact the administrator for your account to adjust the permissions.
If you have basic claim submission permissions (most physicians), you will click into claims that you have submitted and you will only see your name in the physician column. All other claims will be greyed out and the Physician column will indicate “Other Physician” (see below).
If you have partial authorized user permissions (or permissions for specific physicians), you will see some physicians (or those physicians you have access to). All other claims will be greyed out and the Physician column will indicate “Other Physician” (see below).
If you have full permissions as an authorized user, you can see all physicians that created claims within the shared database (see below).