How to Submit Voids/Replacement Claims
Step by step video guide here: From the Charges/Claims screen, filter using the appropriate criteria to get the desired claims to display in the bottom grid, such as “Show Charges […]
How to Set the Emergency Indicator on the Progress Note
Step by step video guide here: https://vimeo.com/831565373/3c35085b2e The Service Note tab will display. Click the Program dropdown to select the Client’s Program associated to the service. Click the Procedure dropdown. […]
835 Files: How to View the Electronic Remit Report (ER Reports)
Click on the Search icon. Type My Reports in the search box. Click on My Reports (My Office) Each ER report requires the ER File ID to pull the data […]
How to Get to the Client Account Screen
Step by step video guide here: https://vimeo.com/835558576/9dca372e15 Click the Person Search Type Last Name, First Name into the search bar (or enter client ID number) Hover over the correct client […]
Client’s Account Overview Tab
All hyperlinks are interactive in SmartCare. The hyperlinks in the Overview and Charge/Payment Summary tabs make it easy for you to work the client’s account. Hyperlinks found in this screen […]
How to Activate the Client’s Account for Billing
Step by step video guide here: https://vimeo.com/835558298/c024487524 This step allows the account to be active for billing. Without this step you will receive billing errors processing claims. From the Client […]
Charge/Payment Summary Tab & Ledger Entries Page
“Charge / Payment Summary Tab & Ledger Entries Page” This is where you can view all the client’s payments, adjustments, balance, billed, unbilled, and charges. Clicking on the hyperlinks will […]
How to Export Client Accounts to Excel in Bulk
Click on the Search icon. Type Client Account. Click on Client Account (My Office) this is for all the Clients. Note: Client Account (Client) is just for one Client The […]
How to Import an 835 Remittance File
Click on the Electronic Remittance icon Click on Select Electronic Remittance Sender drop down menu Select a Payer from the list Click Import New File Click Select A folder will […]
How to Enter a Check & Post an EOB
Click on the Search icon Type Payments Click on Payments/Adjustments (My Office) Entering a Check Click on the New EOB/Payment/Adjustment icon Select Date of Check Select Type from drop-down menu […]