A Simple way to manage billing and collections in Simplexam.

This article outlines the functionality of Billing Tasks in Simplexam, helping to ensure accurate and timely processing of bills. The Billing Tasks module was created to provide more insight and visibility into the various tasks required to prepare a bill, send it out, and collect payment. Here you will find all of your bills organized into easy to navigate tabs that provide more detail and recommended actions at a glance. This allows you and your team to simply identify and perform the needed tasks to progress bills along in the process. Here’s how:

Billing Tasks for managing Billing and Collections in Simplexam.

1. Click Billing Tasks on the left side bar.
   

2. Navigate to the appropriate tab to view and/or complete your desired work:

   • Missing Information: Any bills in this tab are missing information somewhere in the process. Some bills might be missing information in multiple places. Click the blue links and Simplexam will navigate you to the area that needs your attention.

   • Awaiting Submission: Bills found under the Awaiting Submission tab are bills that have not yet been sent. Checkboxes for Electronic Payer, Diagnosis Code, and Final Report show you at a glance what is missing that you need to resolve before you can submit the bill to the payer. 

   • Clearinghouse Rejections: Once a bill has been electronically submitted from Simplexam, its first stop is at a clearinghouse where the data is validated before it is then passed on to the Claims Administrator for processing and payment. Sometimes a clearinghouse will find a data discrepancy and reject the e-bill. If that happens, you will find those rejected bills in this tab with a note of what the issue is. Once the issue is resolved there is a 'Resubmit' button that allows you to send it through again. If you ever need help with these, you can always contact the Simplexam team for assistance. 

   • A/R Follow Up: Bills found in the A/R Follow Up tab are there for you to keep track of and is a natural place to start your collection efforts if payment isn't received in a timely manner.  As payments come in, use the 'Post Payment Response' button to apply the payment. Any outstanding balance left over after a payment will still show in this tab for any additional activity required to collect or close out the bill.

   • Deposit Payment: Our favorite tab! Bills found here are bills that have applied payments that are not yet deposited, or bills that have received a payment response from the claims administrator and the check is on the way.

   • Denials: Any biller's least favorite tab. These are bills that were denied by the claims administrator. The 'Request SBR/IBR' action button will help you start the process of disputing the denial. The Simplexam team is always here to assist you with any denials and the second bill review (SBR) or independent bill review (IBR) process.

3. Find the blue action links in the Missing Information tab or the grey action buttons on the far right of every other tab to perform the following tasks:

   • Complete Missing Information

   • Complete and Submit a bill

   • Resubmit a bill rejected at the Clearinghouse

   • View Accounts Receivable Aging

   • Make Collection Calls to Claims Administrators

   • View EOR's and Payment Responses

   • Post a Payment Response
     

   • Mark Deposit Payments Received

   • Request Bill Reviews (SBR/IBR)

Cautionary Notes

• Ensure all required information is complete before submitting bills to avoid rejections.
• Regularly check for updates on pending bills to ensure timely follow-up.

Tips for Efficiency

• Utilize the filtering options to quickly locate specific bills.
• Keep a checklist of common missing information to streamline the submission process.
• Regularly review the status of bills to stay on top of follow-ups and payments.

View Missing Information for All Pending Bills	Perform Various Billing and Collections Tasks

Billing and Collections made Simple, with Simplexam! Now take a look at these related articles:

Assigning Electronic Payers

Bill Submission

Posting Payments