In this training video, I walk you through the process of managing your billing forms for OHIP, focusing on how to modify and create your service codes within the PRO interface. I explain how to access your billing page, edit existing codes, and create new billing forms tailored to your needs. Please make sure to click "update" after making any changes to save your adjustments. I encourage you to explore the options for personalizing your billing forms to enhance your workflow.
0:00 Hi there. In today's training video, we're going to be going over your billing form management for OHIP. The
billing form I am referring to are your service codes that are located along the right-hand side of your PRO interface.
0:16 When I click on the B to open up our billing page, you'll see that the billing form is going to be again located
along the right-hand side.
0:24 Your codes are in the scroll format where you're able to access all of the codes in the three different groupings
by scrolling up and down.
0:31 So ideally, your most used codes would be in the first grouping of codes located underneath your recently used
section. In order to modify and edit your billing form, we're going to go under your admin panel.
0:47 So, we're going to go into administration. We're going to click on billing on the left and we're going to go into
manage billing form.
0:58 It is already set to show your general practice. We're going to mark off service code and we can click manage. If
you're modifying an alternate form other than the general practice, you're able to select that from your drop down,
the appropriate form that you wanted to modify, and then click Manage.
1:17 That will save load for you your billing form for you to make any adjustments as needed. If there are any codes
that you wish to remove that you do not bill with, you are able to highlight with your mouse and then click delete
on your keyboard.
1:31 You are able to add any additional codes as well. The number to the right of the the code will indicate its
placement on the form.
1:47 A lower number will be higher up in that grouping and a larger number will be lower in that grouping. So again
your most frequently used codes you would want to have with a lower number so that you do not need to scroll
down too far.
2:03 Once you have made any adjustments on this page we do want to click update in order to save those changes.
2:08 You are also able to create your own personal billing form if you wish, or if you are a specialist and your option
is not available as a default billing form on the system.
2:22 From here there is an option up at the top, add, edit, delete form, and we will again click manage. That will load
for us the option for us to set the defaults for this billing form.
2:33 The service type ID is a mandatory field highlighted in red. It does require three characters to be entered in there
2:42 Those could be letters or numbers. By viewing the system's billing forms that are already available on the right
hand side you can see the three characters that are used going in sequential order.
2:55 I'm just creating one with S13. Service type name will be the name of your billing form as it appears on your
billing page when you are creating your invoices.
3:06 The group 1, 2, and 3 would be the names of each one of the groupings of codes on your billing form.
3:15 You can leave those as Group 1, 2, and 3, or you can rename them as you see fit, such as Procedure, Premium,
and Office, so forth.
3:24 You are here also able to set additional defaults. So if this is a form that you are creating for OHIP billing, then
under Default Billing Type, we can select Bill OHIP.
3:36 If this is a billing form for your billing within the clinic, I'll week. Under Visit Type, we can set Clinic Visit.
3:42 If it is for a hospital that you are creating this for, again, you can select your appropriate site. Under Default Site
Number, you're able to then select the appropriate number should this be outside of your clinic. For clinic, I'm going
to just select Clinic Visit and leave the number as not applicable
4:01 . Should you require an SLI code to be defaulted, that can also be selected from your dropdown and click Add
Form. Once the billing form has been saved to your system, it will then be in the dropdown here.
4:16 You'll see Billing Form Video that we've just created to be selected. I can then mark off Service Code and click
Manage.
4:23 That'll populate here for us in order to able to add in any additional codes that we wish to bill. And update again
to save.
4:36 If you are using an alternate billing form, other than the general practice, you are able to set that as a default
underneath your preferences. So by clicking on Preferences and scrolling down to Edit Billing Preferences, you'll see
here Default Billing Form, which you are then able to select the one
4:57 that you've just created and click Update. to save your changes. When we do go into the Billing Form page now,
we will see that it is now loading with our new billing form that we have just created with our couple of codes that
we've added. be concluding today's video on Billing Form Management.
5:21 You can click check out our help portal for additional helpful videos. Thanks.