Billing 201 Guide
Billing 301 Guide
How to set up a Plan Billing Template (for commercial insurance)
How to Run Real Time Eligibility (270/271) Screen
How to Add a Client’s Coverage Plan
How to Enter Client Services
How to View MMEF Imports
How to Work Potential Match Records
How to Proceed if the Social Security Number is Unknown
How to view MMEF Eligibility Record Detail & SOC Info
How to Upload an MMEF File
Special Aid Codes
MMEF 2 out of 3 Match Report
Share of Cost: End to End Workflow
How to View Client Fee Records
How to Create a Client Fee Record
UMDAP Family Account Client Fee Information
How to Set-Up the Responsible Party in a Client Record
How to Link a Family Member in a Client’s Record
How to Set the Contact as the Responsible Party in the UMDAP Financial Assessment
How to Create a Family Client Fee Record
How to Use a Blank Client Fee
How to Copy a Client Fee Predefined Template
How to Use a Client Fee Predefined Template
How to Modify a Client Fee
How to Delete a Client Fee
How to Get to the Client Account Screen
Client’s Account Overview Tab
How to Activate the Client’s Account for Billing
Charge/Payment Summary Tab & Ledger Entries Page
How to Export Client Accounts to Excel in Bulk
How to Print Client Statements
835 Files: How to View the Electronic Remit Report (ER Reports)
How to Import 835 Files
How to View Services/Notes
How to Set the Emergency Indicator on the Progress Note
Stages of a claim and erroring out when added to wrong account
Common Charge Errors
Service Errors
Overview of Overnight Billing Jobs
Rate Calculations and Billing Units
Overview of the Service Completion, Charge Creation and Ready to Bill Processes in SmartCare
Add-on Codes Overview
Manual Add-on Codes
Automatic Add-on Codes
Billing Add-on Codes
How to Bypass the Overnight Process: Change Services from Show to Complete
How to Bypass the Overnight Process: Set Charges to Ready to Bill
How to Process Electronic Claims
How to Process Paper Claims
How to Select the Financial Assignment By Program
How to Identify that an SUD Client is Pregnant (How to Add the Pregnancy Modifier)
How to Void a Claim
How to Mark a Claim for Rebill
How to Process a Replacement Claim
How to Submit Voids/Replacement Claims
Additional Information on Claims Error Corrections
Processing Denials and Rebills
How to fix POS and or procedure code for replacement
CalMHSA 800 – Claims Denial Report
Claims Replacement Filter
How to Process a Charge Override
How to Manually Add the PCCN
Export Payments/Adjustments Report to Excel
How to Import an 835 Remittance File
How to Enter a Check & Post an EOB
How to post payments manually
Billing Errors: Service Completion Errors and Resolutions
Billing Errors: Charge Creation Errors and Resolutions
Addressing Duplicate or Triplicate Group Services
How to add a Delay Reason
How to create a Batch Template
11/15/2023 Replacement/Void Claims and Delay Reason Codes
11/15/2023 Billing Session
11/15/2023 RCM Counties: Billing Checklist
