Wow, it was a hard-fought battle this month for Medical Billing Tip of the Month, with more votes than we’ve ever received. It was close, but one tip pulled ahead in the voting. Thank you to everyone who voted on our blog and Facebook. The winner of our Medical Billing Tip of the Month contest this month is…
AR Categorizing Using Batch Number
I make use of the customized reports option in Kareo to pull outstanding claims by category.
The Application:
We use the Batch # field in Kareo to pick a specific category of outstanding claims.
When outstanding claims are analyzed, if the reason is identified to be one of the following:
- Insurance f/u required
- Already appealed claims
- Awaiting EOB
- Requires client assistance
- Denial
Then the following trick can be used to pull outstanding claims by category.
The Trick:
Below-mentioned category names can be entered in the Batch # field of the analyzed claim [replacing the Charge file name]:
For example,
- Insurance f/u required – INS F/U
- Already appealed claims – APPEALED CLAIMS
- Awaiting EOB – AwEOB
- Requires client assistance – CLT ASST
- Denial – DNL
Note: The original Charge file name can be copied in the business notes field for future reference of such claims.
The Result:
To pick outstanding claims for a specific category:
Run the Insurance Collection Summary report in Kareo: Reports -> Accounts Receivable -> Insurance Collections Summary
Then click the “Customize” button and enter specific “Category name” on Batch # field & generate the report:
Then Click OK . Outstanding Claims by category will be reflected on the report. Please refer to output screenshot below:
This method has helped me a lot while categorizing outstanding claims and I hope it will be useful for every user.
David Beckett
EccoHealth LLC
Thank you to all who entered; please be sure to submit your Medical Billing Tip of the Month to Marketing@Kareo.com by Wednesday, July 25, for inclusion in the next round of judging. We’ll post the top three tips on our Facebook page and on the Kareo blog for your vote! You will win a $250 American Express gift card if your tip is chosen. Good luck!
