Billing can be a complicated task, but with ShareNote Community at your side it does not have to be. Below is the detailed workflow of PMS billing through ShareNote Community. The corresponding links will provide more information on the given steps.
If you are billing notes or assessments from multiple locations, you will need to do the following process for each location.
Setting up everything correctly provides a firm foundation to ensure a smooth billing process. The steps below will help you get everything set up and recorded correctly.
- Create new billing profiles.
- Ensure that you are receiving your remittance through ShareNote Community as most remits cannot be requested before initial claim submission in set up. Contact claims@sharenote.com to receive your remittance.
- Add Locations: You are able to utilize several locations inside your agency. These locations could be physical sites, such as another building or address, or they could be representative of departments in your agency, such as Intake or Discharge.
- Verify services: If a Service you are credentialed to render is missing from the list, you will need to add it.
- Check that your Company Details are correctly setup.
- Know your Timely filing.
- Customize your Billing Preferences to manage your services and notes for billing.
Before you are able to submit your billing submission, you will need to mark the notes or assessments you intend to bill as billable.
Related Article: Things to Check Before Billing
- Mark Notes or Assessments as billable.
- Ensure that the following information is included before moving on to Step Three:
- There must be a Primary funding source listed. Some Client's will have both a Primary and Secondary funding source.
- A primary policy number is present.
- A Primary Diagnosis Code is set.
- There must be a service code that has used at least one unit.
- Billing Status- There should not be a status of Unbillable or not matched to a billing service.
- Note status is signed & locked.
Note: You can still bill notes that are not signed and locked, but it is best practice to do so.
There are four steps to completing a New Billing Submission.
- Set billing date range. This is the same range that was used when marking the notes/assessments as billable.
- Select service(s).
- Data validation.
- Process billing.
To visually see steps two and three, please check out our billing workflow video where you can follow along with one of our billing specialists.
Check that there is no money left on the table by utilizing the Billing Aging Report. This report allows you to see the exact amount of money left over and how long it has been there. Anything in a non-payed status or patient responsibility will populate the aging report as aged funds.
Make sure that you receive your remittance inside of SHN and update activity logs for the most accuracy.
Should you need to submit a corrected claim, you can do so from the Transaction History. This is also where you can view the status of the claims after they leave ShareNote Community. You can also see the ICN number and generate the CMS-1500 Form.