OpenEMR : Basic Billing

1. OpenEMR: Basic Billing Based on OpenEMR 4.1 Laboratory Informatics Institute January 2014

2. OpenEMR: Basic Billing • Billing Reports • Generating Claims • Generating HCFA forms

3. OpenEMR: Basic Billing • Only administrators, authorized users, and those with the access control accounting, can access the billing display. • Login with you credentials. • Select fees, billing from the menu on the left. • You can use the search tool to choose the appropriate encounter.

4. OpenEMR: Basic Billing • Billing report automatically displays all the billable encounters from the day. • The search tool can be used to look for a different date, if you select date of service from the criteria menu. • Clicking the check box to the right of an encounter will enable a series of buttons for generating claims.

5. OpenEMR: Basic Billing • Select multiple encounters to generate batches of claims. • Click generate X12 to generate a claim appropriate to send to a clearinghouse. • On the confirmation box that comes up, clicking OK will mark the item as cleared. • Next save the file on the save file display that pops up.

6. OpenEMR: Basic Billing • Once the file has been saved, click view log to ensure the file was generated correctly. • You will see errors displayed in the log, if there were errors, or a notation that the generation was successful if there are no errors. • Select billing status to see the status. Click the red x to remove this encounter from unbilled, or click billing status and select all, then refresh the list to see the updated status.

7. OpenEMR: Basic Billing • Click expand next to the encounter to see the details. • Check the box on the right of the encounter and click generate CMS 1500 PDF. • View the form in the PDF viewer, or print it on a CMS 1500 form, depending on how your system is configured. • Return to the billing report and click update list, to see the billing status of the encounter.