Little guy software billing

By doing this, Self Pay will show as a choice later when you are entering services and payments. A feature of this software is the ability to enter a message at the bottom of a bill you send to one of your clients. That message could be best wishes for the holiday season or it could be used to inform the patient that interest is calculated on outstanding payments. Use this screen to create footers for your bills that can be selected later when you are generating patient bills.

You will be able to choose a footer when you do a bill or omit it entirely. You are now ready to use the program to enter services to your patients. Start by returning to the Main Screen and then the Switch Clinician button.

Only after a clinician is selected can you enter patients or patient data. You must do this each time you open the program or each time you want to change which clinician you are working with. Then return to the Main Screen and begin to add patients. If it does not, the database does not know who to associate the entry with. The program will prevent entry of more than 5 patients until you have registered the program.

Once you get to 5 and try to enter another, it will prompt you to begin the registration process. Completing registration will open the program up to unlimited use. You can use this later to pull up a patient and change any of this information. Note that you can just start typing an existing patient's last name in this box and it will "auto" complete it for you.

Once the database has stored patient information, data corruption can occur if you remove a patient's name. Instead, go to the Setup screen, then to Update Patient Status, and make the patient inactive, by removing the check.

More details about this appear below. It will bring you to the following screen. Do not let these next 3 screens intimidate you. It will be quite simple and straightforward with just a little practice. You will see three tabs in the upper gray area. You will see a drop down list appear of all insurance carriers you entered during program setup. Select your patient's insurance company. Now go to the next column and click. If he has secondary coverage, use the next row and identify the carrier as secondary.

Enter a check if the carrier requires regular forms or reports from you, required a pre certification or authorization, if you have obtained it, what the certification or authorization number is, its start date, end date and how many sessions were authorized during that time period. You need to enter the no. That's it for this patient's insurance setup.

Here you will enter the dates of service. Then click in the SerType Service Type box and select from the list of choices that appears. This list is drawn form those you entered earlier in the program setup. If you need to add or modify this list, go back to the Program Setup screen. Then enter the charges for that session, the PatPay patient payment , the PatPatDt patient payment date , the PriInsPay primary insurance payment, when it arrives , the date of that insurance payment PriInsPayDt , and so on for the secondary insurance, if applicable.

The program will automatically calculate the Balance Due. Record the date the bill was submitted to the insurance co. It allows allows you to record in the next check box if the submission was a paper claim.

It allows has a SecInsSubmDat column to record the date of submission to a secondary payer. Since the program cannot know which insurance company to assign any specific patient session to, you need to tell the software. There you will see a listing of all sessions you have already entered for that client. Pick the one you just entered above and then go to the Insurance box. Click here and you will see the insurance companies listed that you associated earlier with this patient. Select the insurance that applies to this session.

You have now told the software which insurance goes with which session for this patient. Do this for each newly entered session. That's it. Now go to the Coverage and Balances tab. This screen provides you with a summary of this patient's insurance status and amount outstanding.

Ignore the CoverID column. That is something the program generated automatically, for its own use. Then see the summary of how many session have been used, the total charges for all of those sessions, the total patient payments received, the total primary insurance company payments received, any adjustments applied, then any secondary insurance payments and the total outstanding from this patient. This serves as a good summary for you of any patient's status.

But the program can generate nicer printed reports on this information as well as bills to individual patients, as described below. For clients that are self pay not those that are simply copay , you should treat self-pay as a type of insurance within the database.

But self pay obvioulsy does not require certification dates or sessions. You do however need to assign each self pay session to an insurance below self pay. If the client has insurance and pays only his copys, enter the copays in the same row as the service date they belong to.

You should not start a new row. Single copayment or insurance payments that cover multiple sessions, should be proportioned appropriately to the date of service they belong to and entered into the same row.

Use Self Pay as a type of insurance only for clients that have no other insurance or who pick up the cost when their insurance runs out. After you have entered all insurance information and have entered clinical sessions, the Coverage and Balances tab is one way to see all payment balances and to take a look at the no.

This same information appears in another format within the reports you can generate, detailed below. Note that as you change from tab to tab Patient Insurance Information, Services and Payments, Coverage and Balances the help button will change.

This button gives you specific directions for how to appropriate use each of the tabbed screens. There is also a help button on most screens called Help on the Web. That is the material you are looking at currently. The help menu at the very top of the screen is unrelated to this program and will not provide you with any assistance.

Close this form and return to the Main Screen. It will take you to this screen. A variety of reports are available including onces that show you all clients with balances you have not yet submitted to their insurance, sorted either by patient or by the name of the insurance company. Here is what the Reports page looks like. Note the links to Smart Reports. A link to Group Reports appears if using the Group Version of the software. It does not appear on the Biller's Version.

And the best way to view a patient's status with respect to authorized insurance sessions. Self-pay patients are intentionally omitted from this report. If you have run sessions beyond the number authorized, this report will show a negative number of sessions remaining for this patient. This summary allows you to watch the status of all patients, so as to avoid providing services you may not be paid for.

Return to the Reports screen and select the Generate Patient Bill button. Select the patient by opening the drop-down or by starting to type his last name in the box. CD included. Free Shipping. For billing with ICD Individual Version. Customized Free. A Value Bundle. This includes training on the changes to the new CMS form. For individual clinicians only. For use on a Mac. Customized Free - See Below.

For group practices and organizations. For the Mac Delivered on CD. Stay alert to remaining sessions authorized and required reports. Makes managed care easier nothing makes it easy. Generate patient bills.

You've never been this organized. For Individual Clinicians. Delivered as a very easy to install download. Track health insurance authorizations and payments. One click reports for each clinician or group practice. Create custom patient bills in just a few clicks. It's never been this easy. Network Capable. Organize your family medical history, treatment dates, follow ups, future appointments and much more. Form Filler for the UB 04 claim form. UB 04 Forms available. Updated for CMS.

Offering packages of , or forms to meet the needs of the little guy too. Special offers when purchased with our software. Laser cut or continuous. Offering packages of , or forms to meet the needs of the little guys too. Shipping Envelopes. We guarantee our software products and form fillers to print accurately and satisfy insurance carriers.

We will replace or update any product that does not. Due to the extreme stupidity regarding covid 19 vaccination and the actions aimed at denying minorities the right to vote and women the right to choose, we will no longer ship our product s to anyone within the state of Texas. Any orders we receive from Texas will be refused and any money refunded.