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Access Form Builder: Navigate to the form builder to create or edit a form. Incorporate the "Add-On Services" component into your form design.
Configure Add-on Services: Within the "Edit Form" interface, locate the "Add-on Billable Services" section. Click into the designated field to view a list of available services. You can select one or more services as add-ons for your form. Use the search functionality to filter services by typing part or the entire service name.
Selecting Add-ons in Forms: When a therapist or provider completes a form, they can select the predetermined add-on service(s). These selections are tied to the primary service of the claim.
Automated Billing Trigger: Based on your configured triggers, the automated billing process initiates. The selected add-on service(s) are automatically added to the claim, appearing beneath the primary service on the CMS1500 claim form.
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RCM-Unallocated Report: Advanced Features for Optimized Payment Allocation
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How to Use: In the RCM-Unallocated Report, utilize 'Report Type' to filter payments. Choose from 'Insurance Payments', 'Patient Payments', or 'Actionable Patient Payments' for focused reporting and efficient management.
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CRM Enhancements
CRM - Incoming Calls - Call Processing Enhancements
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