Checklist: Get Started with Billing!

New to billing in PracticeQ? Here's your start-up guide!

First, enable the Insurance Claims feature in More → Settings → Features:

In our webinar, Billing Made Easy - How to Take Control and Boost Your Revenue, Brittney covers many of the steps in your Billing Checklist. Feel free to watch the video before beginning the checklist!

Step 1: Determine how you will submit claims

• If you plan to submit electronic claims through one of PracticeQ's integrated clearinghouses TriZetto or Office Ally, enable your integration here:
  
  • TriZetto
  • Office Ally
• If you plan to submit electronic claims outside of PracticeQ, read the article below:
  
  • Submit a Claim Outside of PracticeQ

Step 2: Enter Your Settings

Enter Your Clinical Billing Information

Set Up Claim Settings: Defaults, Facilities and Providers

Set Up Claim Settings: Payers

Set Up Claim Settings: Other

Set Allowed Amounts by Payer

Enable and Set Up Superbills

Add CPT Codes to Services

Add Diagnosis Codes

Define a Copayment

Define a Coinsurance

Prevent Insurance Billing on Services

Add Secondary Insurance to Claims

Billing FAQ

Step 3: Prep Your Forms

Mapped Insurance Questions

Insurance and the Client Profile

Map Referring Provider to Client Profile and Claims

Map Client Billing Type

Step 4: Create Claims and Enter Payments:

Create a Claim

Create Claims in Bulk

Track Claim Payments

Track Appointment Balances

Create a Superbill

Display Current Diagnosis Codes in Treatment Notes

Manually Add Insurance Payments **for claims submitted outside of PracticeQ

Manually Add Additional Insurance Payments **for claims submitted outside of PracticeQ

Automatically Update Client Invoices when an ERA Returns