Topics Billing Home Page Search:  
Introduction A successful login brings a Biller to the PrognoCIS Billing Home Page. The details shown on this screen pertain to the User Login type - Biller.
The PrognoCIS EMR Homepage currently has the following primary sections:
  • A welcome message that displayes the Biller's username at the top of the main menu, along with the last login details of the logged-in Biller.
  • Main menu tabs - Patient, Claims, Remittance, AR/Follow-up, Messages, Reports, and Settings
  • Menu Icons -
There are certain standard navigations and menu icons for easier navigation on this screen:

Menu Icons

New Dashboard: The New Dashboard icon invokes the Billing Dashboard screen which displays a graphical representation of transaction related data. There are nine sets of cells on the Billing Dashboard screen.

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

Patient Account: Directs user to the Patient Account screen.

Inbox: User can view the messages awaiting attention by clicking this icon. It can also be accessed from Messages → In. The table in the upper-left corner of the screen displays the number of unread messages for the logged in user in different categories like: All, Urgent, Alert, Notification, To Do, Telephone. The number in brackets represents the number of unread messages of that particular type.

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.

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. When you click on the click here hyperlink, a popup Is invoked with the respective URL allowing you to copy and paste the displayed URL from the popup into a browser. The COPY button on these popups, allows you to copy the URL with a single click. The alert features two buttons: COPY and CANCEL. Clicking COPY immediately copies the URL, enabling easy pasting into another browser, while CANCEL closes the alert popup without copying the URL.

Lock Screen: This would 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.

Logout: User gets logged out from the system.

Ready to Send: Count displays the No. of Claims with status as 'Ready to Send'. On clicking the Amount hyperlink, all claims which are marked Ready To Send are displayed. The Ready To Send Ins Amt popup is displayed with columns Claim Date, Claim ID, POS (Place of Service), Patient, Provider, Insurance and Amount.

Not Posted: Remittance displays the Total Dollar Amount of the Insurance Remittance vouchers that have been entered but not posted yet.
  • Remittances: Clicking the Remittance amount hyperlink, all Remittances from Insurances which are unposted or not yet posted are displayed. Remittances from Insurance Not Posted popup is displayed with columns Document Number, Document Date, Insurance and Amount. Receipt displays the Total Dollar Amount of Patient Receipt voucher that have been entered but not posted yet.
  • Receipt: On clicking the Receipt hyperlink, Patient Receipt Not Posted popup is displayed to the user. This popup displays all Patient Receipts which are not posted or are unposted are displayed. Total is the total amount of Remittance and Receipt Amounts.
Collection Today: Collection Today displays the actual amount collected where voucher date of the Copay / Receipt or Remittance is of today (Current date). This column lists the following columns Copay, Remittances and Receipts.
  • Copay is the Total 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 Iinsurances 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.

Appointments tab:
In Appointments Tab, user can sort (ascending/descending order) at individual columns level. If the column is Sorted, ↓ or ↑ arrow is shown next to the label of the column. The Appointments Tab on Billing Home page has the following columns:

Visit Time: The list of Appointments displayed are based on Visit Time. Sort option is provided for this column in ascending order.

Patient: Name of the Patient is displayed. Clicking the three dot icon ,Patient field gives more details about respective Patient. When User hovers the mouse over three dotted icon, more information about that Patient is displayed. The three dotted icon is displayed only if the value in home.action.buttons.style is set to R - Row Level. If the value of this property is set to C - Classic then all icons are displayed in the Classic format. Sort option is provided for this column.

Icons available on homepage screen are:
  • Patient Details: Clicking on this button invokes the Patient Information screen displaying Patient details and user can also update the Patient Details.
  • Patient Insurance: Clicking on the icon allows entering Insurance policy details. 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.
  • Send Text: The Send Text option allows users to quickly send text messages to patients. Clicking on this icon opens a popup titled Send Text for <Patient Name>. The popup has two main sections:
    • Text History: A display box showing previous text messages sent to the patient, including the message, sender, and date/time.
    • Send Text Message: A text field where users compose a new message (character limit of 130 characters, including special characters).

    Users can send the composed message by clicking the send icon. The message is sent instantly, and the popup remains open. The new message is added to the Text History section. Users can close the popup by clicking on the Close button. If the user clicks the Send button without typing a message, an alert is displayed that reads "Add a message to send the text" along with an "OK" button. The property text.message.vendor determines the vendor used to send the text message.
    The Send Text Message field on the Send Text for <Patient Name> popup is enabled only when the following conditions are met:
    • The patient’s cell phone number is populated in the Cell Phone field.
    • The Allow text messages on cellphone checkbox is checked in the Address section of the Patient Registration screen.
    If either the cell phone number is missing or the checkbox is unchecked, the Send Text Message field will be disabled and greyed out. Additionally, a red alert icon will appear on the send button. The following alert messages will appear in red at the top center of the popup if specific conditions are not met:
    • Text Reminder Services are not enabled.
    • Missing Patient Cell number.
    • "Allow Text Message on Cell phone" is not checked.
  • Insurance Eligibility Details: Clicking on the icon displays the Eligibility fetched for the Patient. Print button allows user to print the fetched eligibility. If Eligibility details are not available for selected atient, an error message No Eligibility Details Available. is displayed to the user.
    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 also be viewed from Encounter, Appointment and Billing screen as well. In Patient Alert, user can define Date range that is Effective From Date 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 Notes pop-up to display or add Patient Billing Notes. It is important for the Biller to add notes as 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 the user to the Claims → Edit screen. If the Claim was created for Appointment/Visits, the status will be Ready to Bill/Ready to Send/On Hold/Billed. In such a case the user is taken to the Claims →Edit screen. If the Claim was not created then message No Information to Show. is displayed.
  • Patient Statement: Clicking on the icon invokes a pop-up to display the Patient's Statement as per the properties defined in, Billing Parameters >billing.ptstatement.template. Print button allows taking print of the Patient Statement.
  • Patient Account: Clicking on the icon invokes a 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 Billing 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. If Appointment is scheduled and user clicks on Copay icon then message Not Applicable is shown on the HomePage.
  • Patient Appointment History: Clicking on this icon invokes a popup to display the appointment details of the Patient.
  • Legal: Clicking on this icon, user can view legal documents for the selected Patient.
Provider: When Encounter is created for any Appointment: Displays the name of the Attending Doctor. When Claim is created directly from Billing, Attending Doctor for whom the claim is created for the first time is listed as Provider on Billing Home Page. Even if user has changed Attending Doc after the Claim is created, the same is not updated in EMR and Billing Home Page still displays the name of the Attending Doc with which the Claim was originally created. Sort option is provided for this column.

Visit Type: For Non EMR Claims, Visit Type changes when user changes the same on Claims screen. Sort option is provided for this column.

Visit Id: Visit ID is the Encounter Id which is one of the key fields used throughout Billing. This will be applicable only if the encounter has started for the Appointment. If the Appointment is scheduled then Visit Id is shown Blank. Sort option is provided for this column.

Copay Collected: If there is an encounter started for the current appointment, and there is a Co Pay collected, Copay Collected is displayed in this column.

Visit Status: Displays the System Appointment status in this column. For Non EMR Claims, Visit Status is displayed as Complete. Sort option is provided for this column.

Bill Status: The status can be any of the following:
  • None: This status indicates that there is No Claim associated.
  • Ready To Bill: Ready To Bill status indicates that the Claim is created and save and no action is performed. If Claim is created from EMR module, status Ready To Bill is displayed. It is Entered Status Claim.
  • Ready To Send: Ready To Send status indicates that all EDI validations are executed and claim is Ready to Send to Insurance. The Claim with Ready to Send status can be seen from Claims > Send> Professional.
  • On Hold: On Hold status indicates the Claims are kept On Hold for further clarification on Billing data.
  • Billed: This status indicates that the Claim is Billed.
    Note: Sort option is provided for these columns.
The additional columns which can be customized on Appointments Tab using the Manage Columns are as follows:
  • Actual: Displays the time captured when Patient’s Appointment is marked Arrived in HH.MM (AM/PM) format.
  • Check Out: Displays the time captured when Patient’s Appointment is marked as Ready For Checkout in HH.MM (AM/PM) format.
  • Visit Code: Displays the Encounter Type Code defined on Encounter Type Master Screen.
  • Reason for Visit: Displays the Reason for Visit as documented while scheduling an Appointment.
  • Insurance Name: Displays the Name of Patient’s Insurance linked with the appointment in this column. Patient Insurance Name is being displayed on Home screen irrespective of the Visit Status.
  • Visit Location:
  • Visit Location: Displays the Appointment Location in this column. Sort option is provided for this column. When the value Homepage (EMR and Billing) is set in the prognocis.display.locationbrfname.forscreens property, on the Visit Location column, the system displays the location's Brief Name instead of the Complete Name for the sections below of the Home screen:
    • Billing Home screen → Appointments tab → Visit Location
    • Billing Home screen → Appointments tab → Filter icon → Appointments Filter → Location
    • Billing Home screen → Open Encounters tab → Visit Location
    • Billing Home screen → Open Encounters tab → Filter icon → Appointments Filter → Location
  • Copay Collectible: Displays text, percentage, and amount in this column as captured for Insurance linked with Patient’s Appointment/Encounter.
  • Chart No: Displays the Patient’s Chart No in this column.
  • Gender: Displays the Patient’s Gender in this column. Sort option is provided for this column.
  • Referring Provider: Displays the Name of the Referring Physician associated with the Encounter. If not listed with the Patient Encounter, it displays the default Referring Provider for the Patient’s Registration. If both are unavailable, the field would be left blank.
  • PreAuthNo: Displays the Authorization Number associated with the Encounter / Appointment. If the Claim is created from the Billing module, the Pre Auth No is not displayed in this column, even if it is associated on the Claims screen.
  • CaseNo: Displays the Case Number associated with the Encounter / Appointment. If the Claim is created from the Billing module, the Case No is not displayed in this column.
  • Employer Name: Displays the Name of the Employer associated with the Patient’s Registration screen. Sort option is provided for this column.
    • Open Encounters Tab

    Billing Home Page lists a second tab showing All Open Encounters. The user can now sort (ascending/descending order) at the individual column level. If the column is sorted, ↓ ↑ arrow is shown next to the label as below:

    • Visit Dt: Displays the Visit Date when the Patient visited the Clinic. Sort option is provided in ascending order.
    • Visit Time: Displays the Time of the Encounter / Appointment. Sort option is provided for this column.
    • Patient: Displays the Patient's Name. Sort option is provided for this column.

      The user can click on a three-dotted icon in the Patient field to get more details. When hovering over the icon, various options with more information about the Patient are displayed.

    • Provider: Displays the Name of the Attending Provider.
    • Visit Type: Displays the Visit type as documented for the selected encounter. Sort option is provided for this column.
    • Visit ID: Displays the Encounter ID. Sort option is provided in ascending order.
    • Copay Collected: Displays the Copay collected in this column.
    • Visit Status:
      • For EMR Appointments, when marked "Ready for Checkout", the status of the Appointment is changed to DONE.
      • System Appointment Status is displayed in this column.
      • This column is provided with a Sort option.
    • Bill Status: Displays the status of the Claim, which can be one of the following:
      • None: Indicates no Claim is associated.
      • Ready To Bill: Indicates that the Claim is created and saved, but no action is performed. If created from the EMR module, the status is displayed as "Ready To Bill".
      • Ready To Send: Indicates that all EDI validations are executed, and the Claim is ready to send to Insurance. Claims with this status are visible in the Claims → Send → Professional section.
      • On Hold: Indicates the Claims are kept on hold for further clarification on billing data.
      • Billed: Indicates that the Claim is billed.
    Note:

    If a Claim is created and voided, and a Copy of the Claim is created, the Bill Status is displayed as "Billed", regardless of the actual status of the Claim.

    Previous days’ Open Encounters are shown in the Open Encounters Tab. Claims with the status "Ready to Send", "Billed", and "On Hold" are not displayed in the Open Encounters Tab. Only Encounters that are less than Today’s date are displayed.

    Filters:

    The Filter option allows users to filter searches based on four parameters - Provider, Visit Type, Visit Status, and Location. For Multi-Location Clinics, only three parameters are displayed: Provider, Visit Type, and Visit Status. Checkboxes are provided for each parameter, with all being checked by default. If a filter is applied, the icon will show a green dot . Green dots will not display when all checkboxes are checked. Clicking the APPLY button updates the screen with the filtered results. The RESET button resets the last saved changes.

    Note:

    Selected "Filters" settings are saved at the individual User level as well as the respective tab level (i.e., Appointment and Open Encounters tabs can have different filters).

    Manage Columns:

    The Manage Columns option enables users to customize the columns displayed. Users can choose from Available Columns and add them to Selected Columns using arrow buttons (→ / ←). After selecting the preferred columns, click the APPLY button to save the changes. The RESET button will revert to the last saved changes.

    Note:
    • ’Manage Columns’ settings are saved at the individual User and respective tab levels (Appointment and Open Encounters tabs can have different column settings).
    • Users can adjust Column Width by resizing columns and rearranging them using drag and drop on the Home screen.

     

    The available Columns are dependent on two tabs- Appointments and Open Encounters:


    Appointments Information

    Open Encounters Information

    Visit Time(default)

    Visit Dt(default)

    Actual

    Visit Time(default)

    Check Out

    Actual

    Visit Status(default)

    Check Out

    Visit Type(default)

    Visit Status(default)

    Visit Code

    Visit Type(default)

    Reason for Visit

    Visit Code

    Insurance Name

    Reason for Visit

    Copay Collected(default)

    Insurance Name

    Copay Collectible

    Copay Collected(default)

    Visit Location(default)

    Copay Collectible

    Visit ID(default)

    Visit Location

     

    Visit ID(default)

    Patient Information

    Patient Information

    Patient(default)

    Patient(default)

    Chart No.

    Chart No.

    Gender

    Gender

    Provider Information

    Provider Information

    Provider(default)

    Provider(default)

    Referring Provider

    Referring Provider

    Miscellaneous

    Miscellaneous

    Bill Status(default)

    Bill Status(default)

    Pre Auth No.

    Pre Auth No.

    Case No.

    Case No.

    Employer Name

    Employer Name

    After selecting the required Columns, click on the APPLY button and all the selected columns will be displayed. RESET button will reset the last saved changes. The columns which are selected are shown disabled on the Available Columns. The user can drag and drop the order of the selected columns using the six dotted drag icon.

    Note:

      Home page screen does not refresh when Manage Columns pop-up is open.

    The Calendar is invoked by clicking on the Date field to select date. There is T icon next to the Date field which denotes Today. Clicking on ′T′ icon , user can select the current date.

    Clinical Forms: Invoke Clinical Forms by clicking on the Clinical Forms hyperlink. The popup consists of the left panel which has a list of patients’ names and the right panel under which the user can select respective forms and their data are displayed. The data on Clinical Forms get pulled from the patient encounterMasterDoc forms. The data displayed is based on the live/ current encounter of the day. If a patient is marked as arrived and the patient clinical form is accepted or saved, it then gets displayed in the clinical form popup.

    Dashboard icon: Dashboard in PrognoCIS offers an easiest way to keep track of Practice's performance. The Dashboard icon is placed next to Home screen’s Help icon and invokes a popup which displays individual cells presenting a Graph/Gauge/Tabular Report/Billing Report showing Key Metrics in reference Practice's day to day Operations.

    Help: Clicking on the help icon invokes the help for the HomePage screen.

    Calendar field: Clicking on the Calendar icon displays dates from the year 2001 until the year 2023.

    Today Calendar Icon: Clicking on the Today Calendar icon displays the list of Appointments for the current date for the logged in User in chronological order.

    Total Patient/s Arrived / Total Patient/s Appointment: Clicking on this field displays the total number of patients that have arrived for their appointments, it also displays the total number of patient appointments present for the Provider for the current date.

    Patient Search:The Patient Search option provides a way to search for appointments or open encounters for a specific patient. Based on the filters applied for the Appointments and Open Encounters tabs, patient search offers the ability to search among the filtered parameters for appointments or open encounters of a specific patient. The Patient Search field auto-suggests patient names when typing directly into the field and allows searching from the Patient List popup by clicking on the Search for a Patient icon. It also includes the option to clear the search through the Clear hyperlink. The patient search field displays a watermark, Patient Search, which disappears when anything is typed in the field or selected from the patient search. Clicking the Clear hyperlink brings the watermark back.
    Note: In cases where multiple records are fetched by the patient search, the search field with the patient name remains visible even when the user clicks on pagination to visit subsequent pages for the searched records.
    Pagination: The user is able to navigate to any required page by simply entering respective page number in small textbox as shown below. Also, the First page and Last page buttons have been added in the Pagination itself enabling User to navigate to the respective pages on a single click.