Billing
Billing FAQs
Billing - Frequently Asked Questions Q: If a patient is seeing multiple providers within the date range selected, what is the logic on the Billing Statement (and Monthly Statement) for showing the name of one provider over the other? A: In our ...
How to Email PDF of the Monthly Statement
Monthly Statements are a valuable tool for clinics and providers to be able to see what you’re billing your patients at a glance, as well as the payments they’ve already made to you, all condensed into a single report. A billing statement also allows ...
How to Batch Print Claims
You can use zHealth's 'Print Claims' feature if your payer requires you to print and send claims directly, instead of electronically. This help article covers how to batch print a group of claims that you are mailing directly to the payer. 1. From ...
Adjustment Group and Reason Codes List
What is a reason code used on an EOB/ERA? Reason codes appear on an explanation of benefits (EOB) to communicate why a claim has been adjusted. If there is no adjustment to a claim/line, then there is no adjustment reason code. The letters preceding ...
Posting Payment When an EOB/ERA is Split (not all CPTs on one claim)
zHealth has been designed to post payments for a full ERA (not some CPTs on one ERA and others on another). zHealth is looking to accommodate for this workflow in the future. Sometimes, insurance companies split the claim into 2, 3, or more ERAs ...
How to Remove or Change an ERA Payment
Payments received electronically and reported in an Electronic Remittance Advice (ERA) can be posted manually in zHealth Billing Center. You can manually apply payments after checking ERA received date, ERA posted date, denials by the insurance ...
Generating Patient Billing Statements
Patient Billing Statements can be handy when you want to run a report showing multiple visits together or share the billing statement with the patient to show amounts owed or paid. You can print or email statements with just the patient’s info, the ...
Navigating the Billing Center in zHealth
Users can view all patients' billing and claim details in the Billing Center. This area provides tracking and insight into the statuses of claims submitted to insurance payers. Users can post ERA or EOB payments, download EDI, generate claims, submit ...
How to Download Billing Center Report
The Billing Center in zHealth helps providers and staff to view patients' billing, invoices, and claims. You can download the Billing Center report to get a list of invoices and claims with their statuses, patients' names, patient and insurance ...
Moving to the New Billing Interface
Table of Contents What is the New Billing Interface? What has Changed? Comparing Old vs New Billing Interfaces How to Get Access to the New Billing Interface? Questions? What is the New Billing Interface? The New Billing Interface is a revamped ...
Download EDI 837 File
You can download and save an EDI 837 (ANSI X12 837P/I) file for electronically submitted claims. EDI files can be used with third-party analytical applications and reporting. 1. On the top right corner of the zHealth Dashboard, you will see Your Name ...
Making a Refund to a Patient
Some situations require you to refund a certain amount to a patient. For example, if a patient makes a copay at the time of service and then later finds out the insurance will cover it, you may need to refund the amount to the patient. You can refund ...
Printing or Emailing Invoice to the Patient
You can print or email an invoice any time after a patient has been billed. Here is how to print or email an invoice to the patient. 1. Navigate to the Patient Chart. You will be at the Summary section of the patient profile. Click on the 'Patient ...
Applying Patient Credit to an Invoice from the Invoice Screen
For facilities that use multiple payment methods, applying patient credit is quite easy if you want to apply it to a specific invoice. If the patient wants to pay a part of the bill via his or her Account Credit, you can do that easily with ...
Posting an ERA
Improve productivity by automatically posting insurance payments and streamlining the payment posting process. Billers or providers, depending on who is managing the billing process, can automatically post insurance payments by posting ERAs. An ...
Posting an EOB
Improve productivity by automatically posting insurance payments and streamlining the payment posting process. Billers or providers, depending on who is managing the billing process, can automatically post insurance payments with Explanation of ...
Viewing and Correcting Claim Errors and Printing HCFA
This section is an overview of how to view and make corrections to rejected claims. Once corrections have been made to a claim, you will have the option to resubmit the claims to the clearinghouse before it is forwarded to the payor. Claim error ...