 Record collection activity

 Case/Billing activity log  Follow-up notes  Attaching documents  Reminders(ticklers) for follow-up

 MedTrak provides collection activities to be logged through Case/Billing Activity Log  Access this through Invoices processor  Collection staff activities include the following:  Recording follow-up notes based on conversation/ s/letters from payers related to paying outstanding invoices  Attaching scanned/ ed docs related to collections  Setting up reminders for further follow-up

 Figure 28-1Accounts Receivable Aging Dashboard  Locate invoice by selecting Debit A/R- Insurance 0-30 aging category on Accounts Receivable Aging Dashboard  Next screen is A/R by Balance: Insurance, Age 0-30 screen-Figure 28-2  Figure 28-3Invoices, Age: 0-30 screen  Figure 28-4Case/Billing Activity Log with no log entries  Do This! Pg. 355

 When a collection staff member records a follow-up billing note in activity log for patient’s case the invoice is automatically considered in follow-up and can be filtered using the Follow-Up filter on Accounts Receivable Aging Dashboard  To place invoice in Follow-up category click Add Note button on Case/Billing Activity Log screen to display Case/Billing Note add screen-Figure 28-5

 Each follow-up note requires three character code in the Note Code field. To view the available codes click Note Codes button-Figure 28-6  There are 3 types of billing note codes:  1. Follow-up notes  2. General notes  3. Refund notes  Figure 28-7Case/Billing Note screen showing message  Do This! Pg. 358

 MedTrak allows attaching foreign documents which may be received from outside the facility to a case  These could be scanned insurance and ID card at front desk  To attach a document click Add Document button-type description in Ad Document screen-Figure  Click Upload button to store document in MedTrak’s server Case/Billing Activity Log screen refreshes with record of document now appearing-Figure  Do This! Pg. 362

 The collection staff member can set up a reminder to call insurance  Click Add Reminder button-Case/Billing Reminder screen appears-Change date, set time, and type reminder-Figure  Click Submit button. Case/Billing Reminder screen refreshes if collection staff member want to create second reminder(and third) on case-Figure  Click Exit Screen button to return to Case/Billing Activity Log screen-Figure  The reminder is now part of the log  Do This! Pg. 364

 Figure 28-16Billing Menu  Figure 28-17Case/Billing Reminders screen  Do This! Pg. 365

 You will need to print your patient’s Case/Billing Activity Log to turn in for your assignment  Do This! Pg. 365