We count reductions as the payer taking money back from you. In this case they never paid this claim in the first place so the balance due is increasing. There are a couple of ways to handle this...

The billing code doesn’t show up on a superbill? You can add billing code by going on to Dashboard -> Clinical -> Forms. Click on the pencil and add the billing code in the box for...

I have a recoupment from an insurance and I cannot figure out how and where to do this? To enter a payor recoup, go to Billing > Money > Refunds. Enter the amount that you need to reimburse...

How to resubmit the corrected claim? Go to the billcase , click on magnifying glass of the claim that needs to be corrected. Make necessary corrections and click on the submit corrected claim...

For each provider to have a calendar appear on their EMR-Bear desktop, a few things need to be recorded in their user record (dashboard>Human Resources>users) to indicate that they are a user...

To fix this, Go to Billing -> EOB’s. Click on the view button(the magnifying glass) and then click on the show billcases link. In the search the bill case you want to work on. And add whatever...

If you want to see all the diagnosis on the claim file then go to Billing -> Billing configuration and change the Send all client diagnoses on claim to yes. go to Billing Configuration > Send...

There are two ways to do this. 1) Go to Fee schedule and click on the fee schedule and hit the pencil sign on the proc code and check Allow overlap checkbox. This can be used for one particular...

To check the total balance due in an EOB, click on Billing -> EOB’s. Click on the view button and hit show Billcases. This will pull up the total balance due.

Why do I get an error on the superbill saying “There is no matching fee in fee schedule for billing level”. As the error says there is a mismatch between the billing level of the provider, the fee...

I am working on an EOB that downloaded secondary insurance payments. How do I get the EOB to balance out? I'm showing a negative amount. To Even out the balance you go to billcase and click on...

Complete all models of the encounter form other than the "Bill" and "Sig" model so they are greyed out and click on "Bill." Make sure the date, time, and duration at the top are correct and...

It depends on what you want. If you want to send the claim to the out of network insurance then you can check out of network checkbox. All it does is skips the credential check. If you don't want...

Mark as Hidden hides the Superbill from the system, this is good for Superbills that you don’t want to bill such as those for Doe patients or those that you know will never be paid. Doing this will...

Go to Dashboard Dashboard -> Billing -> Bill case. click on the sign to delete the bill case.

In such cases contact the support immediately. Somebody will fix the bug.

To make changes to your fee schedule: Click Billing > Fee Schedules. Identify the fee schedule that needs to be updated and click the Pencil Icon. For each fee that you need to adjust, click the...

You can enter your medicare submitter ID under Clinical > Locations > click the pencil > Medicare Transmission ID.

Once you convert the superbill to a bill case it gets locked. It's always good to convert the superbill to a billcase only after the superbill is signed. Once it's converted you cannot add a...

Go to client's file -> Admin(tab) and click on hide client.

The recommendation would be to add it to the deductible field. This won’t decrease the balance on the billcase, but this will show up as a deductible amount on any statement or on any report that's...

When you add a Copay from an EOB there must be a balance available in the CoPay amount on the EOB, otherwise it has no way to balance the EOB. If you want to add a copay without having to provide a...

Go to user file-> credentials -> Billing provider. Then the NPI numbers that will be required will be that of a billing providers. And check with your insurance to see if they require co...

Go to the Dashboard -> Billing. Click on payment to see reports of copay and client responsibility

The amount paid, adjusted, deducted, denied, and client responsible for the secondary must be equal to the total amount billed. All transactions for the primary payor (with the exception of the...

The superbill checks that the insurance policy must be valid for the date of service, you'll have to re-open the insurance and reinstate the insurance policy, go to the client file, insurance tab,...

Are you opening additional tabs or windows? The browser wont share your session across tabs or windows unless you open them from one where you are logged in. Because of this, any time you hit the...

If you do "mark as hidden" on a superbill, it will hide the super bill as if the superbill never existed, on the other hand "Do not bill" will create a billcase with zero balance. So its totally up...

To delete the write off payment. Click on the - red sign to delete. Once you delete it, it will again update the total balance.

You can make a super bill by going to Dashboard -> Billings -> Superbills -> New Superbill. Go through all the all fields and create one.

You click the edit button and change the date of service.

Click on the magnifying glass icon. Click the pencil at the top to edit. Change the Mark as non-billable option to No. Click Update Bill Case.

The diagnosis code with just 1 number after the decimal is not a billable diagnosis. This will not show up on the superbill. (To edit the diagnosis go to diagnosis model in the client file and...

To close a program when a discharge is done, you can go to the Dashboard -> Clinical -> Form. Click on the pencil on the program and check on completion close the program.

Things to check: Is this the correct insurance policy? I see it is currently using the Self Pay policy. If not, either the biller can edit the superbill from the billing view and change the...

The system pulls whatever value you have entered under Billing > Config > Billing Configuration > Name. So if you change it there then you’ll see a different name appear on all your...

You can click the edit button and change the date of service. Or if you want the provider to adjust it and re-sign the document you can remove their signature contact the support. Provider can also...

Go to the client -> go to admin tab-> change the closing date to future and update.

There are two ways to generate a billing statement. 1) Go to client's file -> Accounts ( statement 2) Go to Billing -> Statement and create one

You can change it by clicking on the magnifying glass and then hitting the pencil next to the billcase and then changing the submission method to UB-04 from 1500.

1) This can be done by hovering over Billing -> Fee schedule as shown in the images below. 2) This will take you to the fee schedule. Hit on the pencil to edit the fee schedule. 3) Clicking on...

You can get the name of the person who checked in or cancelled the appointment by hovering your mouse over dashboard -> front desk. And then hover your mouse over the check-in time. You will see...

If a patient has SED model (Seriously emotionally disturbed) then the csa will show up next to the client’s name. CSA stands for Core Service Agency and when a client meets criteria for being SED,...

You can go to the fee schedule and hit the pencil on the code and check the " Allow overlap" checkbox . This will allow you create superbill for all the clients that was seen during that...

To delete an encounter form after it has been signed, you may have to follow the following steps: 1) Unsign the form. 2) Go to the encounter history, click on the date. 3) Hit the red minus button...

To add a reminder service, go to the reminder set up and add informations. (Admin - Reminder service - client reminder. In contact under client's phone you can choose to if that client needs a...

There are 3 different ways to upload a document that has been created outside of EMR-Bear and scanned into your computer, depending on how encounter forms have been constructed in your system: 1)...

To view the scheduled appointment calendar for all the provider, you can go to Dashboard -> Front Desk -> Appointments. Click on the All Day View. Clicking on it will pull up the...

To correct this: 1. Open the client file 2. Click the Ins Tab 3. Ensure that the policy is shown in the Current section. 4. If not, the policy may have expired or been canceled. 5. To restore an...

For Superbills that find another Superbill for the same client on the same day you’ll notice that the header is now yellow (You may see the header turn yellow as you approach timely filing as...

Edit the client and change the client default location first, then edit the enrollments and the change the enrollment location.

Check for the fee schedule to see if there are any "No Distinction Code". To check the fee schedule, go to Billing -> Fee schedule -> Check on the fees to see if there is any " No distinction...

go to dashboard -> client file -> Admin(and click on hide client) and this will ask you link it to a client profile. You can enter the clients ID to link it.

You can give the role to that particular user by going to the program that has TFC and adding them as a Program Liaison. You can edit a program by going to Dashboard -> Clinical ->...