Billing Preferences - ON

Here we will be going over user Preferences for Ontario Billing.

To get more familiar with this area, you can check out this video link: Billing Preferences ON

The Preferences tab can be located along the top Green tool bar from the main schedule page:

Preferences are specific to each user's login, so any changes made to the Preferences tab will only affect the logged in provider.  In the example above, the Preferences will only affect Lisa's login.

There are a couple of different Billing Preferences available, so we will cover each.

Edit Default Billing Diagnostic Code:

This area allows you to be able to assign a default diagnostic code to populate on every single invoice created.  You can click the Search link to open a new window to search by a description, or manually type in the numeric code:

Any changes that you make, you want to click Save.

Set Default Physician On Generate OHIP File:

This Preference lets you set the provider's name that will load when you access the Generate OHIP File window:

The default is to load for All Providers on a system with more than one billing provider.  In a large clinic, if you wish to ensure that you're only generating new claim files for yourself, you may select your name from the provider list and click Save.

Edit Billing Permissions:

This Preference gives you the authority to pick and choose which providers can have access to your billing:

In the new window, all the providers on your system will be listed.  A checkmark beside their name indicates that the provider has access to Lisa's billing. If we click on the checkmark to change it to an X, that will block that provider from all of Lisa's billing:

Now the user Add Provider can no longer access Lisa's billings with the X beside their name.

If you click on the provider's name, that will expand the areas of the billing which allows you to pick and choose which areas of the billing the provider can have access.  For instance if I wanted Beth to be able to assist with private/3rd Party billings:

An X was placed beside OHIP billing areas, and a checkmark remains for the 3rd Party billing areas.  

Any changes that you make in this window, you will want to click Save to update the Permissions.

Edit Billing Preferences:

This link will expand directly in the Preferences tab to provide different settings that can be set for the provider:

At the top of this section you're able to set a Default Billing Form, SLI Code or Site Number:

The standard default billing form in the system is the General Practice billing form, and the Site Number and SLI Code default to Not Applicable. If you require anything different, that can be adjusted here so that each time you load the billing page it will have your desired defaults.

Next is the ability to override the Administrative setting for the clinic regarding Adding Premium Codes by default to the invoice page:

This will open a new window where you can assign a particular service code to automatically populate on every invoice that is created by this provider:

Here you can search for a service code, then set the time of day to populate and Add.  There is also a link to review the Clinic Wide settings that may already be in place for all invoices.  

In the example above Q012A will populate after 5pm on every invoice that Lisa creates.

Please note that you cannot assign multiple times to a service code.  For instance, if Lisa was working a weekend shift, she would need to update this Q012A rule to populate earlier in the day so that it is on every weekend invoice Lisa creates.  Lisa would then need to update this again on Monday when back in the clinic to populate after 5pm.

Next, by default the Dx code will populate on an invoice from the patient's Billing History.  This means that the Dx code would be entered on the first invoice created for the patient, and then each invoice after would populate with the same Dx code.  The Dx code would only be updated if required in this scenario.

If you wish to Disable this setting, a checkmark needs to be applied in your Preferences:

The last part of the Edit Billing Preferences section is the ability to set a default Bill To/Remit To on private invoices created for patients that have OT or QC set as their health card type:

The default billing form to populate for these health card types is the Private billing form, but here you can indicate an alternate one.  Additionally you can click the Search links to review your address book to pull an address, or you can manually type in a default address in the boxes.

Any changes that you make in the Edit Billing Preference section, you want to scroll up and click Update to save all changes:

Default Health Card Type:

This location allows you to set a default health card type that will automatically be assigned to new patient charts that are created:

Being in Ontario, majority of the patients will have an ON card entered in their chart. The default in OSCAR is OT, if the Preference is not set, then the health card type needs to be manually set for each patient.  If this area is missed, it can cause a rejection from the MOH for OHIP submissions.

This will open a new window if you wish to assign the province/ health card type and Save!

Please contact support if you have any questions, [e-mail]