Billing Process - Hello Health User · Hello Health v. 3.2 – Billing Process – For Providers 2...

Billing Process For Providers

Chapter 1 – Overview

Chapter 2 – Bill a visit

Chapter 3 – Finish a visit

Chapter 4 – View and sort invoices

Chapter 5 – Create an invoice

Hello Health January 24, 2011

Hello Health v. 3.2 – Billing Process – For Providers 2

Chapter 1

Overview _________________________________________________________________________________________________

The Hello Health platform now manages the billing process in a more flexible way.

Regarding patient visits, you can choose to bill the visit before you finish the

documentation or complete the documentation and then bill the patient at a later

date. You can also choose to bill the visit and complete the documentation

simultaneously.

Additionally, an Invoices section was inserted in the My Profile menu, enabling you

to view all your invoices on the platform and to charge supply and service fees that

are not related to specific visits. An Invoices menu was also added to the patient

medical record where you can view the selected patient’s complete invoice list.

Finally, you should note that your Overview section now displays the list of

Unfinished Past Visits. These visits are past appointments that have either not been

finished or billed or both. You can click on the appointment date to go directly to the

patient’s Visits section.

Continue to Chapter 2 – Bill a visit



Chapter 2

Bill a visit _________________________________________________________________________________________________

In the patient medical record, you have the choice to bill a visit either before or after

you finish editing the Documentation section. All billing information is located in a

single tab of the Visits section for easier access and management.

2.1 To bill an ongoing or finished visit:

1- Go to the Visits section of the patient medical record and select a visit

from the list. You can also select a specific Unfinished Past Visit from the

Overview section;

2- The payment status is displayed at the top right of the visit record. Before

you charge the visit to the patient, the status is set to Not billed;

3- From the Documentation tab (active by default), click the Bill button to be

directed to the Billing tab of the visit record.



2.2 To complete payment details and charge the patient:

1- Go to the Billing tab of the patient’s visit record;

2- To append an item that is not part of your supply list, click the Add Custom

Item button. In the Custom item field that appears, enter its description

and then type the cost. Click the +-sign button to add the item to the

invoice;



3- Click the Select Supplies button to open a screen displaying your supply

list. From this screen, click the checkbox to the left of a supply to select it.

Click the Add button to close the screen and add the supply to the invoice;

4- In the Billing tab, you can add to your default supply list by clicking where

indicated to be directed to the Supplies section of the Settings menu.

There, you can add items to your default supply list. Click Save to record

your changes;



5- Back at the Billing tab of the medical record, select the Finish visit

checkbox if you would like to finalize the visit documentation at the same

time as you bill the patient;

6- To proceed with processing the payment, click either Cash or Card. If you

attempt to charge the visit to a patient’s credit card when the patient’s

account does not have credit card information entered, a Payment

Information screen will appear where you can enter this information.

2.3 After charging the visit, the payment status changes to Billed and you can no

longer perform changes to the invoice.

If you want to charge additional items/supplies to this patient, you can

always create an invoice for this specific purpose.

Continue to Chapter 3 – Finish a visit



Chapter 3

Finish a visit _________________________________________________________________________________________________

In the patient medical record, you have the choice to finish editing a visit’s

Documentation section either before or after you bill your patient. All documentation

information is located in a single tab of the Visits section for easier access and

management. Additionally, changes can be made to the superbills at any time before

or after payment is made.

Please note that members of your staff are not allowed to finish a visit from the

staff portal.

3.1 To finish a visit, either before or after it is billed:

1- Go to the Visits section of the patient medical record and select a visit

from the list. You can also select a specific Unfinished Past Visit from the

Overview section;

2- The visit progress status is displayed at the top right of the visit record.

Before you begin editing the visit, the status is set to Pending. Once you

edit and save modifications, the status changes to Started;

3- You can Save your modifications from any tab of the Visits section;



4- When you have completed the visit information, go to the Documentation

tab and click the Finish Visit button. In the Electronic Signature screen that

appears, enter your Hello Health login password and click Confirm to

validate your identity.

3.2 After completing the visit, the status changes to Finished and you can no longer

perform changes to the Documentation section of the visit record.

You can also finalize a visit at the same time you process the payment –

by selecting the Finish visit box in the Billing tab.

Continue to Chapter 4 – View and sort invoices



Chapter 4

View and sort invoices _________________________________________________________________________________________________

The invoice listing that is available on Hello Health enables providers and their staff to

view and sort all invoices, pending or completed, as well as to display an invoice’s

details rapidly. You can view both a particular patient’s invoices and your complete

invoice list on the platform.

Patient-specific invoices

4.1 Go to the Visits section of the patient medical record and select a visit from the

list. Click the pencil icon and select See invoice details, whether or not the visit

is billed/finished. You are redirected to the invoice details screen.



4.2 In the invoice details screen, you can see the selected invoice’s description.

1- The Payment status;

2- The Detailed charges, including the cost of the visit, supplies and other

items;

3- The Balance of the payment;

4- Click the See Visit button to go back to the visit related to this invoice;

5- Click Back to Invoices to go to the Invoices listing for this specific patient.

In this list, you can sort invoices based on different criteria.



Complete invoice list

4.3 You can also access this feature from the My Profile menu.

1- Go to My Profile and click the Invoices menu. All your invoices are

displayed;

2- You can sort the list by Payment status (4) by selecting at least one

checkbox. You can also select the Type (5) of charge. Finally, you may

choose to indicate an invoice date range to refine your search results;

3- When you have finished selecting your criteria, click the Search button to

display the results;

4- Invoice Payment statuses include: Pending, Paid, Paid in cash, Due,

Billing Problem and Initialized (pending pre-authorization). You can click a

column’s header to classify results based on that attribute;

5- Invoice Types include: Visit, Lab Request, Message, Membership Fee,

Custom. You can click a column’s header to classify results based on that

attribute;

6- Click the patient name on an invoice to go directly to this patient’s EHR;

7- Click the invoice number to view the invoice details;

8- Click the pencil icon and then select See details to view the invoice details;

9- Click the pencil icon and then select See visit to view the related visit

record.

Continue to Chapter 5 – Create an invoice



Chapter 5

Create an invoice _________________________________________________________________________________________________

By creating an invoice outside of the visit process, you are able to charge supply and

service fees that are not related to specific visits. These custom invoices are

managed and billed the same way visit invoices are. You can create custom invoices

from both the patient’s medical record and the general invoice list.

5.1 From the patient medical record, go to the Invoices menu and click the Create

Invoice button. You are redirected to the Create Invoice screen.

From the My Profile menu, go to the Invoices section and click the Create

Invoice button.



5.2 When creating an invoice from the Invoices menu of the medical record:

1- The selected Patient’s info is displayed by default;

2- To append an item that is not part of your supply list, click the Add Custom

Item button;

3- Click the Select Supplies button to open a screen displaying your supply

list;

4- You can enter descriptive Notes in this box. This description will be

displayed next to the Custom type in the invoice list;

5- To proceed to payment, click either Cash or Card.



Please note that, when clicking Create Invoice from the Invoices section

of the My Profile menu, you have to type the name of the patient.

Please contact [email protected] for any question you may have about

Hello Health.

Also, you can visit our Hello Health support site:

support.hellohealth.com/providers.

mailto:[email protected]

http://support.hellohealth.com/providers

Billing Process - Hello Health User · Hello Health v. 3.2 – Billing Process – For Providers 2...

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