Institutional Claims

For Skilled Care and Per Visit Schedules your Payer will want Institutional Claims. Institutional billing is also known as facility billing or UB-04 billing.

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Billing > Institutional Claim

Billing in Institutional Claims, includes your Medicare Claims.

To Generate a NOA, the only Item needed is the SOC Visit approved in Schedule Approvals Page.

To Learn More About Schedule Approvals, Please Visit our Page: Schedule Approvals

After the NOA is accepted, you will then bill the Claim for 30 days and every 30 days after that.

Make Sure that you take your Date Range all the way out through the Dates of services Care was Provided.

To Get the NOA transmitted, click on view Under the Invoice Column.

Look over the invoice and make sure all the data is correct, check your bill type and when ready, Click Generate NOA.

If Changes were Made to the invoice/Claim, and you want to rest or default to the original information, Make Sure to Click Update.

To Update the Payer, Click Update Payer and a Pop up will be seen to change the Payer.

To Change the Payer in the Invoice the Payer Must be in the Patient Dashboard for the Patient.

For all Other Claims in Institutional Claims, Click the Action button.

To Bill the Claim now, Click Ready for Billing, this will change the status of the Claim.

You can also view the UB-04 and Save the Invoice.

To Bill the Claim check the Box of the Claim that you want to send and Click on the Generate Claims Button.

Once the Claim is Billed it will be in the Claim Detail Report.

To Learn More about the Claim Detail Report, Please Visit Our Page: Claim Detail Report