FEE SCHEDULES Fee Schedules are the 'price lists' for your organization's services. At least one fee schedule is required. Any Payor Plan be linked to a Fee Schedule, however, the schedule needs...

FEES 'Fee', 'procedure fee' and 'procedure' all refer to the specific services you will be billing for, whether through EMR-Bear's Superbill system, or through your own via billing reports...

PAYOR A Payor is defined as the party that will be responsible for paying for the services tracked in the system. A Payor can be an insurance company, an organization (through a service contract...

Payor plan The definition of 'Plan' in EMR-Bear is a specific "benefit plan" offered by the Payor that a given client might be associated with. Most Payors offer several benefit plans, and each...

INCIDENT TO BILLING Step One: Dashboard > billing > payors Any payor that allows incident to billing will require the check box “Incident to Billing” to be updated. Step Two: Dashboard...

Link to user credential

In order to enter credentials for a user, the user has to be granted the "provider" role. Go to Dashboard -> Users or Human Resources -> User Select the user of interest Click on the...

Users with the Front Desk Role have access to client account information by default If you would like limit your Front Desk users ability to view client account information go to Billing>...

A certification or licensure number can be added to the user profile. You can go to user profile by going to the Dashboard -> Human resources -> Users. Search the user whose certification...

To enter the provider go to user profile by going to Dashboard> Human resources>user. Click on the plus green sign or pencil sign next to provider number to add or edit the...

To add location of service address, you can go to Dashboard > Clinical > Location. To add new location to list, click on* Add location* button. In addition to allowing you...

In the billing section of the system, you can view all superbills that have been created. Depending on what you need at the moment, you can: view all superbills, search for a specific superbill,...

A Billcase is a kind of billing documentation. It is used to create claims and send them to the insurance company; During processing, invoices are created, claims results are downloaded, and...

Billing parameters allows specific setup of certain billing actions. Clearing House authorization information can be set up, and the tax rate can be established for each location. To access the...

Billing secondary insurance Once you receive you payment from the primary insurance. To claim it to the secondary insurance go to the Dashboard. Hover over the billing tab. From the drop down...

In addition to sending claims electronically, EMR-Bear can create printable CMS-1500 and UB-04 claims. The system will automatically print the claim on the correct form depending on what you are...

The default process method for payors (except self pay) is 837. To create a printable batch: Click the dropdown in the process method column for the billcase you would like to print and choose...

The explanation of benefits gives you the explanation of all the benefits received from the payor about the amount paid or denied. To go to the EOBs, hover your mouse over the Billing on the...

Posting EOB’s ​ 1) There are two separate processes for posting EOB’s in EMR Bear: a. Manual EOB’s i. This includes denials, checks, etc. received via mail, or research on the portals for...

Claims are the place where you can see details about the billcase. You can see if the claim was accepted, rejected or had errors. Go to Dashboard menu bar. Click on Billing and then Claim Batches,...

You can also print a single claim without having to change the process method. To print an individual claim, Click the PDF icon to the far right of the billcase that you would like to print. This...

To enable billing for an encounter, you must have the Superbill model included in the form. (For more information on creating clinical forms see Forms). Look at the models list (Dashboard ->...

If you were overpaid for service, you can record the refund check information within EMR-Bear. Entering a refund check From the billing area, click the Money Tab, then click...

Bundled Services is an option available for programs that include more than one service within a day for a client. A good example is the use of Bundled Services in respite or rehab home...

If your agency needs to charge taxes, EMR-Bear provides any easy way to specify the tax rate for each of your locations. To begin navigate to the Billing Parameters area. Billing -> Config....

The Aging report will compute all the balances that are still due. It will show all the claims that weren't paid by the insurance company. To create a aging report go to Dashboard -> Billing ...

To track clients payments, you go to Dashboard -> Billing. And from the top menu choose Payments. This way you can track all the payments made by the client like copays or the amount the...

Statements and copay reports can be created under the client’s account tab. 1) Access client in question. 2) Click on the account tab and then statements. 3) For statements select “New...

Identify the claims that have been denied, You can show denials on the Billcases tab by clicking the DE box. You’ll also need to ensure that you’re searching all billcases not just un-submitted...

Setting Up Fees for Use on UB04 Forms Every time you enter a procedure code to the fee schedule, at the bottom of the page enter the Revenue Code, Revenue Code Unids and Revenue Code Rate This...

By default EMR-Bear only prints the data for each claim; this allows you to print directly onto a pre-printed CMS-1500 or UB-04 form. Printing on a pre-printed sheets Change the printing...