A successful Login brings Biller to the Home Page. The details shown on the screen are pertaining to the User Login type (Biller) of the user. User name is displayed in the welcome message at the top of the main menu. All unvisited links are shown in blue. Visited links are displayed in a different color.

Move the mouse over the main me

nu tabs on the screen, Appointments, Claims, Remittance, Messages, Reports, and Settings to see the sub menu as a dropdown list. Click on the Sub Menu option to invoke it.

Billing Home Page also provides gist of transactions, messages, amount receivables, Appointment scheduled and Patient Visit etc. The information which are displayed are Inbox messages, No. of Claims 'Ready to Send' and amount receivable, Amount receivable from Remittances and Receipts which are not yet posted, Amount collected in a day against 'Copay', 'Remittance' and 'Receipt', Outstanding amount receivables from Outstanding Claims against 'Insurance', 'Patient' and Total outstanding amount.
On Billing Home, icons for 'Count of Open EOB', 'Patient Details', 'Patient Insurance', 'Ins. Eligibility', 'Patient Alert', 'Pat Billing Notes', 'Claim Details', 'Patient Statement', 'Patient Account', 'Encounter Details', 'Copay Details', 'Patient Receipt'. Whenever one of the icon is selected, it displays details of the patient selected on 'Appt'/ "Visit' tab.

Menu Icons:

Dashboard: Dashboard icon is introduced on billing side at header level. Dashboard helps to view the graphical representation of transaction related data. There are nine sets of cell on Dashboard screen.

Switch to EMR: Helps the user to toggle between Billing and EMR screens.

Patient A/C: Directs user to the Patient Account screen. If there is no patient selected, it invokes a Patient Search screen to select the required patient.

Resource Center: The Client Resource Center is a convenient source of user-oriented and technical documentation to assist all users of PrognoCIS with all features of the system. Conveniently presented in categories such as User Quick Guides, FAQ, Training Videos, and Submit a Ticket, the Client Resource Center gives you a one-stop experience to get the answers.

Online Help: It displays the entire list of HTML Help documentation according to category.

About: Displays license information. While reporting problems to tech support, specify the PrognoCIS Version, the SP (Service Pack) Number and Build Number, to help you better.

Lock: to lock the currently open screen, incase the user needs a break before resuming again. It is advisable to close all the pop-up window that are open . On click, a Prognocis screensaver with an image of a Key appears. All the menu options are locked. The User has to re-enter the password to unlock the screen. In this way the privacy / confidentiality of data are maintained.

Note:

• User doesn't receive any prompts for incorrect password entry.
• Once the screen is locked, all attempts to close the screen from the top right cross button of the window or from Close option or pressing Alt+F4 will fail.
• It is possible to Logout (in the locked state) by clicking on the button: LOGOUT this action safely logs the user out of the application

Logout: User gets logged out from the system.

Back: Allows user to visit previously visited pages. It is possible to trace back 20 previously visited pages.

Forward: Allows user to visit pages ahead of the current page. This is applicable only if the User has clicked on the 'Back' button to move to previous pages and now wants to move forward from the backed pages.

Consider a user has visited 6 pages in PrognoCIS. He then traverses back 4 pages. He can click on Forward to come back, however if he visits a page by selecting a menu option, the visited pages list, corresponding to forward will be cleared. The history will hold only two pages plus current page and forward button will be disabled.

Help: Invokes alphabetically categorized and hyperlinked help topics of module in PrognoCIS.

Inbox Messages: To view the messages awaiting attention. It can also be accessed by clicking Messages > In.The table in the upper-left corner of the screen displays the number of unread messages for the logged in User in his Inbox with different categories, namely:

• System:The Number under System column displays the total number of unread Alert and Notification messages and those within brackets ( ) is the number of unread Alert messages. These unread Alert messages are displayed in RED.
• User The Number under User column displays the total number of unread User messages (Normal, Urgent) and those within brackets ( ) is the number of unread Urgent messages. These unread Urgent messages are displayed in RED.
• Telephone Message sent by any User within the Application when the Doctor was busy and had received a telephone, attended by that user.
• ToDo: The Number under User ToDo displays the total number of ToDo messages which have a pending Action and those within brackets ( ) is the number of ToDo messages whose action are Overdue. These over due messages are displayed in RED

• Ready to Send
  Count displays the No. of Claims with status as 'Ready to Send'.
  Amt displays the Total Dollar Amount of Claims with status as 'Ready to Send'. It is a hyperlink that opens a separate window displaying claim-wise breakup in a tabular form.
  
• Not Posted
  Remittance displays the Total Dollar Amount of the Insurance Remittance vouchers that have been entered but not posted yet. It is a hyperlink that opens a separate window displaying remittance-wise breakup in a tabular form.
  Receipt displays the Total Dollar Amount of Patient Receipt voucher that have been entered but not posted yet. It is a hyperlink that opens a separate window displaying patient receipt-wise breakup in a tabular form.
  Total is the total amount of Remittance and Receipt amounts.
  
  
• Collection Today
  
  
Copay is the Total Dollar Amount of Encounter Copay collected where Encounter Date is of Today. It displays Copay as per Visit Date.
Remittance is the Total Dollar Amount of Insurance Remittance vouchers with Today's Date, irrespective of the Status whether Entered or Posted.
Receipt is the Total Dollar Amount of Patient Receipt vouchers with Today's Date, irrespective of the status whether 'Entered' or 'Posted'.


• Outstanding Claims

Insurance displays Total Dollar Amount of claims outstanding for insurances as on date. The amount is group by 'Insurance' and sorted by 'insurance name'.
Patient is the Total Dollar Amount of Patient Outstanding for a Claim. Here, all the Amounts charged directly to the Patient are considered. Once the Insurance pays (partially), the responsibility shifts to Secondary Insurance or the Patient. Only those balances whose responsibility has shifted to Patient are considered.
Total is the total amount of fields Insurance and Patient amounts.

Note: Each of the Amount in blue is a hyperlink that displays the break up details for the amounts.

Action Icons

The following icons are applicable for the current selected row (i.e the row that appears in a blue band) on the active Appointment / Visits TAB

Note: When ProngoCIS clients are upgraded, all claims which are reopened in Single Claim EDIT mode will get posted automatically. Users are recommended to make note of these entries prior to upgrade from OpeEob 14 hyperlink. This hyper-link would not be visible post upgrade.

Patient Details:Clicking on the icon allows entering patient information details. Entering Patient details are mandatory part of Patient Registration. Clicking on this button invokes the ‘Patient Registration’ screen displaying Patient details and can also update the Patient details.

Patient Insurance: Clicking on the icon allows entering insurance policy details. Entering Insurance details are an important part of patient registration. This information is needed to identify the insurance policies that the patient has subscribed to. In case of multiple policies, they are identified as Primary, Secondary, and Tertiary Insurance.

Insurance Eligibility: Clicking on the icon displays the eligibility fetched for the Patient. Print button allows user to print the fetched eligibility.

Note: Patient must have Insurance associated then only Insurance Eligibility can be fetched and details are displayed.

Patient Alert: Click on the icon to add new Patient alerts and display them, required by the front office while taking appointments, it can be also viewed from Encounter and Billing screen as well.
In Patient alert user can defined date range that is Effective Fromdate and Upto Date details for the alerts.
Delete option allows the user to delete an alert.

Patient Billing Notes:Clicking on the icon invokes a pop-up to display or add Patient billing notes. It is important for the biller to add notes and these notes can be seen for the Patient on all screens where Patient Billing Notes icon can be seen. Print button allows taking print of the notes.

Claim Details: Clicking on the icon takes user to the Claims àEdit screen. If the claim was created for appointment/visits, the status will be Ready to Bill/Ready to Send/Billed. In such a case the user is taken to the ClaimsàEdit screen. If the claim was not created then it would give the message: No Information to Show.

Patient Statement: Clicking on the icon invokes a pop-up to display the patient's statement as per the properties defined, Billing Parameters >billing.ptstatement.template.Print button allows taking print of the Patient Statement.

Patient A/C: Clicking on the icon invokes a billing report of the patient (highlighted by a blue band) account.

Encounter Details: Clicking on the icon invokes the encounter screen only if encounter has been started or if Claim is created from billing side then message ‘Adhoc Claim. No information to show’ is shown on homepage.

CoPay Details: Clicking on the icon invokes the Copayment collected actually made by the Patient from EMR side and also allows the Patient to collect Copay from Billing side Please note, the money collected towards the earlier outstanding statements, should go to the advanced bucket or should be entered using the patient receipt icon.

Patient Appointment History: Clicking on this icon invokes a popup to display the appointment details of the Patient.

Appt Tab:

Appointments can be filtered based on Providers and/or Location.
The fields displayed include under Appointment Tab:

• Scheduled Appointment Time (Not the Actual time)
• Patient Name
• Attending Provider (Doctor) Name
• Appointment Visit Type
• Visit Id: This is the encounter Id which is one of the key fields used through out Billing. This will be applicable only if the encounter has started for the Appointment.
• CoPay - If there is an encounter started for the current appointment, and there is a Co Pay collected, it will be displayed in this column.
• Visit Status: All applicable status namely
  • Scheduled
  • Arrived
  • With Nurse
  • With Doc
  • Ready for Nurse
  • Ready for Doc
  • Ready for Checkout
  • Complete
  • Billing Status
• Bill Status - If there is an encounter started for the current appointment, it will have this status, with possible values as,
  • None
  • Nothing to Bill
  • Ready to Bill
  • Ready to Send
  • Billed

• Visit Time
• Patient Name
• Attending Provider (Doctor) Name
• Visit Id
• Visit Status

Note: Button: Providers displays a list of all providers and/or resources as a parameter to filter the appointment list; if the logged in personnel is a nurse then all providers assigned to that particular nurse is displayed. Also, Button Location displays a list of all locations included in a multi-location setup; It remains disabled in a Single location clinic.

• Visit Date
• Visit Time
• Patient Name
• Attending Provider (Doctor) Name
• Visit Id
• Visit Status
• Billing Status