PrognoCIS Help: Billing Home Page

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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.

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.
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: 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 below mentioned sections 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 Encounter. If Referring Provider is not listed with Patient Encounter, it displays the default Referring Provider for Patient’s Registration. If both are not available, field would be left blank.
PreAuthNo: Displays the Authorization Number associated with Encounter / Appointment. If the Claim is created from Billing module, the Pre Auth No is not displayed in this column even if the Pre Auth No. is associated on Claims screen.

CaseNo: Displays the Case Number Associated with Encounter / Appointment. If the Claim is created from Billing module,the Case No is not displayed in this column.

Employer Name: Displays the Name of the Employer associated with Patient’s Registration screen. Sort option is provided for this column.

Open Encounters Tab

Billing Home Page lists second tab listing All Open Encounters. User can now Sort (ascending/descending order) at individual columns level. If the column is Sorted, ↓ ↑ arrow is shown next to the label of the column as shown below.

Visit Dt: The Visit Date is the date when the Patient visited the Clinic. Sort option is provided for this column in ascending order.

Visit Time: Displays the Time of the Encounter / Appointment. Sort option is provided for this column.

Patient: Name of the Patient is displayed. Sort option is provided for this column. The user can click on a three dotted icon in Patient field which gives more details about that Patient. When user hover the mouse over three dotted icon, different options which conveys more information about that Patient is displayed.

Provider: Name of the Attending Provider is displayed.

Visit Type: Visit type as documented for selected encounter is displayed in this column.Sort option is provided for this column.

Visit ID: This is the Encounter ID is displayed to the user. Sort option is provided for this column in ascending order.

Copay Collected: The Copay collected is displayed in this column.

Visit Status

For EMR Appointments when Patient Appointment is 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: 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.
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:
If Claim is created and is Voided & Copy of the Claim is created, then the Bill Status is displayed as Billed regardless of the Actual Status of the Claim.

Previous days Open Encounter are shown in Open Encounters Tab .

Claim with Bill Status as Ready to Send, Billed and On Hold are not displayed in the Open Encounters Tab.

Only Encounters which are less than Today′s Date will get displayed in Open Encounters Tab.

Filter icon
Filter button is used to filter the search based on five parameters. They are Provider,Visit Type, Visit Status, Location, and Billing Status. For MultiLocation Clinic, four parameters are displayed. They are Provider, Visit Type, Visit Status, and Billing Status. Checkbox is provided on each of the parameters to check the required details. By default, all the Checkboxes would be checked displaying all the results . Filter can be applied based on Appointments and Open Encounters Based on the tab selected, the header of the popup changes. For Example: If the Filter is applied for Appointments then Appointments Filters popup is displayed. The filters are provided with keywords All, Multiple and if only one option is selected then the selected option on the filter is displayed respective selected option is displayed on the selected filter. If all the checkboxes are checked on the filter then All keyword is displayed for the selected Filter. If more than one checkbox is selected on the filter then the filter is shown with Keyword Multiple. If only one checkbox is checked then the name of the selected filter is shown.For the filter applied, green dot highlight is shown. Green dot is not displayed when all the checkboxes are checked. Once the values are checked, the details populated according the Filters is applied on Home Page screen. After checking the required details, click on the APPLY button. RESET button resets the last saved changes.
Note:

Home page does not refresh when Filter pop-up is open.
Applied filters are session specific for billing home page and not stored in DbNon-Patient Appointments, even if Visit Type filter is used.
Non-Patient Appointments are displayed even if Visit Type filter is used. Added Filters are not session specific and would get reset as soon as the user logs out of PrognoCIS.
Even if the Claims with Bill Status as Ready to Send', 'Billed' and 'On Hold' are present but on Open Encounters Filter, it will display those Filter Options.

Manage Columns
Manage Columns is an additional filter which enables the user to select the required columns. The user can customize the columns and analyze the details on the home page. After clicking on the Manage Columns icon, a selection box s displayed with two different columns- Available Columns and Selected Columns. Available Columns are the total available columns from where user can select and whichever columns user selects are displayed in Selected Columns.The user can simply click on the arrow button to move it either side. User can also set the Column Width on Home page itself by moving the individual column sizing line. User can also change the position of the column by simply dragging it. User can double click the Selected column to edit. User has a provision to rename the column name present on Selected Column . If user renames in column name and the same column name is shifted back to Available columns then default Column Name is displayed in the Available list of Columns.

Note: No Special Characters other than $, & and . (dot) is supported to renamne the column name.

If user removes all the column name from the Selected Column then the default list of columns are displayed.

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.

Change Location
For Multilocation URL where Billing is turned ON, Change Location icon is enabled for the users.
DashBoard
Clicking the Dashboard icon, helps the user to view the graphical representation of transaction related data.
Pagination
Pagination is available on both the tabs Appointments and Open Encounters. A maximum number of rows are displayed on each tab as defined in property max.home.page.rows. The program displays the number of Applicable pages. When ever a filter condition is changed OR a new sort selected, the current Page is reset to 1.Also, now First (|<), Previous (<), Next (>) and Last (>|) page buttons have been added in the Pagination itself enabling User to navigate to the respective pages on a single click .User can also edit the Page number from the Page text box.