Before you begin billing you will want to ensure that you have the following information accurately entered into ShareNote Community. Any missing or incorrect information could result in your Claim being denied.
Related Article: Billing Workflow Video
Jump to Section: [Criterion to Bill] [Claim Scrubbing Notifications] [Common Reason for Rejection] [Eligibility Checks]
Criterion to Bill
Check that the claims include the following information. If any of the below information is missing it must be added in order to bill out of ShareNote Community.
- Funding Source- A Client may have both a Primary and Secondary Insurance.
- Policy #
- Diagnosis Code- Make sure that a Diagnosis Code has been added and set to Primary. If the Diagnosis Code is not set to Primary you will receive a Clearinghouse rejection for MISSING/INVALID diagnosis.
- Units- There must be a service code that has used at least one unit.
- Billing- There should not be a status of Unbillable or not matched to a billing service.
Claim Scrubbing Notifications
To ensure that you do not miss any pertinent information when creating notes, check that your Claim Scrub notifications are turned on.
- Hover over the Managers tab in the navigation bar, and select Preferences from the drop-down.
- Locate the Note Preferences section and expand it.
- Set the Claim Scrubbing Method for Note Creation drop-down to ON, NOTIFY. This will notify you when there is pertinent information missing.
Common Reason for Rejection
Important: Missing Place of Service: If assessments are sent via eBill and previously rejected, resubmit the claim as "Billable". If Payment is Denied (previously denied), it must be submitted as a "Corrected Claim."
The most common rejection reason is "Subscriber ID not Found." This happens when something in the Client's Profile is different than what the Insurance Payer has on file for the Client. What the Insurance Payer has on file is what needs to be put in the Client Details in ShareNote Community.
- Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.
- Open appropriate Client. You will arrive on the Client Details page.
- To edit Client details, click the Edit Client Details button.
- Check the Client's name, DOB, address, sex, etc. to insure the information is there and there are no misspellings.
- Click Update Details when completed.
Eligibility Checks
Ensure that your Client is eligible for Services.
- Hover over the Managers tab in the navigation bar, and select Client Manager from the drop-down.
- Open appropriate Client.
- Click Eligibility Checks in the General section in the menu on the left.
- Check that they are eligible for services.