The Prebilling Exception Page

The Prebilling Review page is where visits are reviewed once scheduled. Visits that do not meet the validation requirements set forth by the Payer are held in the Prebilling Exception page. Follow the steps below to review visits that are held on the Exception page.

 

Step

Action

1

Navigate to Billing > Prebilling.

2

Select search parameters using the available filters.

 

On the Prebilling Review page, the search filters for prebilling review searches display.

Prebilling Review Search Filters

Note: Select a date range with no From Date, and a To Date of yesterday. This ensures that in the search results no older held visits are missed and current day visits are skipped (as these may be in progress and not fully confirmed until a later time/date).

3

Under the search fields, select the checkboxes to specify which validations the search result returns. For example, to review all visits held due to the With Temp Caregiver validation, select the corresponding checkbox (as illustrated below).

 

In the checkboxes for validations, the With Temp Caregiver checkbox is selected.

Search by Validations

4

In the results, each row is a visit with at least one failed validation. Each line item contains visit details, as well as the failed validation reasons in the Problems column.

 

The TEMP Caregiver problem displays in the rightmost Problems column for a corresponding visit.

Problems Column

Click the Admission ID (link) to navigate to the Patient Profile.
5

Click the Delete Icon to delete the visit, or click the Edit Icon to open the Visit window.
6

To resolve a Prebilling issue, the failed validation (Problem) must be corrected. For example, if the listed Problem is With Temp Caregiver, then the visit remains in Prebilling until a Caregiver is assigned to the visit.

 

The With Temp Caregiver checkbox field is selected to filter the Temp Caregiver problem in the table among applicable visits.

The Prebilling Page

Note: Validation requirements vary from Payer to Payer.