Billing Tasks Overview

Summary

The Billing Tasks area in Simplexam helps users manage the entire billing and collections process from start to finish. It centralizes all tasks related to creating, submitting, tracking, and collecting on bills.

Description

Billing Tasks is the central workspace for handling all tasks related to Billing and Collections in Simplexam. It organizes billing activities into clear, data-driven tabs that guide users through each stage of the billing cycle - from preparing bills and resolving submission issues to depositing payments and handling denials. This feature ensures billing accuracy, improves follow-up efficiency, and provides a single place to monitor the status and collection of every bill.

How to Use

On the Simplexam dashboard, click Billing Tasks from the main navigation menu found on the left side of the screen. Users are presented with several tabs representing different parts of the billing workflow. 

1. Missing Information highlights any bills with incomplete or missing claimant, claim, or appointment data required for billing.

2. Awaiting Submission presents all bills that have not yet been submitted with checkbox indicators for critical bill components required for billing.

3. Clearinghouse Rejections lists bills returned from clearinghouses, usually for missing or incorrect data.

4. A/R Follow Up displays all submitted bills with dates and status information, partial payments received, and outstanding balances. 

5. Deposit Payments tracks EOR’s or payments that have been applied but not yet deposited.

6. Denials lists rejected claims and provides users the ability to initiate second bill reviews (SBR) or independent bill reviews (IBR). 

Related Features

• Missing Information

• Awaiting Submission

• Clearinghouse Rejections

• A/R Follow Up

• Deposit Payments

• Denials

Related Workflows

• Obtain Examiner Reports
• Prepare and Send Bills
• Collect Payments
• Track and Deposit Payments
• Manage Rejections and Denials