Knowledge Base
Setup
Computer Setup
Recommended System Specifications
Local Network Configuration
Recommended Regional IT Retailers
Measure and Address System Latency
Perform Clean INSIGHT Installation
Log in to Clinicient
Password Reset
Clear the INSIGHT Cache
Accessing WebPT Products Abroad
Company and Clinic Setup
Clinic Billing Information
Edit Basic Clinic Billing Information
Region Settings
Lock Box FAQ
Automated Claim Attachments
Staff Setup
Clinical Supervisor Settings
Set Up Non-Credentialed Therapist to Route to a Supervisor
Assign a Staff Supervisor to an Assistant
Set Up Documentation Cosigning
Set User Security Permissions
Define Password Parameters
Define Application Lock Parameters
Add Staff Members
Assistant Setup
Required Email for Staff
NPI Settings
Staff Taxonomy Codes
Schedule Setup
Set Therapist Schedules
Create and Copy a Staff Schedule
Remove a Therapist from the Schedule
Scheduler Settings
Set Appointment Types
Set Basic Schedule Colors
Configure Automatic Appointment Reminders
Define Appointment Status
Define Unavailable Types
Set Up Appointment Resources
Set Up Teams
Use Team View
Select Dates
Set Schedule Column Order
Referring Physicians/Contacts Setup
Enter Referral Contact Information
Set Up Additional Referral Sources
Payer Setup
Basic Payer Information
Add a New Charge Code to Insight
Add Supply Codes to the Fee Schedule
Aggregate Timed Units
Align Paper Forms
Assign Fee Schedules
Assistant Modifier Payer Rules
CCI Edits
Change All Payer ICD-10 Effective Dates
Charges and Expected Reimbursement
Claim Creation by Clinic Settings
Clinicient Preferred Clearinghouse
CMS-1500 Settings
Download ERA Files
Electronic Billing Setup
ERA Overview
Expected Reimbursement
Expected Reimbursement Setup
General Billing Data Tab
How Billing Rules Work
Individual Payer ICD-10 Effective Date
Insurance Credentialing Setup
Introduction to Fee Schedule Setup
Medicare Fee Schedule Overview
Medicare Plan of Care and Progress Report Tracking
Print Remittances
Procedure Code Pairs and Modifiers
PTPN Settings
Receive an EOB Payment via ERA
Set Telehealth Place of Service for Payer
Set Up ERA File Location
Set Up Supplies
Time Unit Borrowing
Trading Partner Setup
UB-04 Settings
View All Payer ICD-10 Effective Date Settings
View Remittance Detail
Clinical Content Setup
Manage Clinical Content
Introduction to Clinical Content Setup
Best Practices for Clinical Content Management
The Topic Editor
Step by Step Process for Managing Topics
Topics Management
Editing Existing Topics
Manage Topic Categories and Subcategories
Manage Topic Items
Add Supplies to the Topic Editor
Manage Procedure Codes
Edit Topics from Charting
Spell Check in the Topic Editor
Print Layouts and Letter Templates
Edit Print Layouts
Edit Print Formats
Page Headers on Clinical Reports
Enter Data Fields in Clinical Reports
Form Letter Templates
Edit Grid Formats
Adjust Windows 10 Font Size
Copy Forward Management
Create Chart Templates from Documentation
Create Chart Templates from Topics
Fax Cover Sheet Set Up
Set Up Goal Progress Ratings
Set Topic Preferences
Transition Clinical Documentation from Legacy Systems
Remote Therapeutic Monitoring Clinical Content Setup
Database Management
Merge Records
Add a New Discharge Reason
Patient Statement Setup
Set Up Program Types
Implementation Training
Front Desk
Patient Registration and Intake
Client Editor
Add a New Client Record
Open a Client Record
Search for a Client Record
View Client Record Changes
Case Information Tab
About eVerification
Enter a Medical Precaution
View Client Record Issues
Enter Additional Claim Information
Attach, Edit, and Print Documents
Attach an Insurance Authorization
Attach a Case Record
Attach Correspondence
Attach Insurance Credentials
Attach a Driver's License or Picture ID
Attach an Insurance Card
Attach a Medical Report
Attach Plan of Care Approval
Attach a Physician Referral
View and Print Attachments
Delete or Reassign Attachments
Troubleshoot Attachments
Front Desk FAQs
Manage Appointment Reminders
FOTO Integration
Bidirectional Scheduling Through BetterAccess
Set Staff Schedules
Introduction to Schedule Tab
Set Therapist Schedule
Create and Copy a Staff Schedule
Remove a Therapist from the Schedule
Schedule Patients
Managing Therapist Schedules
Appointment Status Icons
View the Schedule
View Schedules by Staff
View Schedules by Client
Extend the Schedule
Select the Schedule Month and Year
View Past and Future Dates on the Schedule
View Appointment Details
View Appointment Alerts
Make Patient Appointments
Add Appointment Details
Schedule Appointment Resources
Change Appointment Type, Duration, and Notes
Mark Appointments as Arrived or Failed
Search for Available Appointments
Delete a Series of Appointments
Delete a Single Appointment
Cobooked Patient Appointments
Make Automatically Recurring Appointments
Clear Conflicts
Schedule Patients at Alternate Locations
Apply Place of Service for Telehealth
Block Meeting Time on the Schedule
Patient Payment
Cash Register
Cash Register and Patient Payment Overview
Collect Patient Copayments
Collect Payment for Supplies
Apply a Patient Credit to a Patient's Balance
View and Print Patient Statements
View and Print Patient Receipts
Patient Ledgers
Estimated Patient Responsibility
Cash Register: Account Tab Overview
View Patient Accounts
Add Patient Balance from Another Billing System
Cash Collections Report
Cash Collections Subtab Overview
Correct a Patient Payment Already Applied to Patient Copay or Patient Balance
Correct a Patient Payment that Has Not Been Applied to Patient Copay or Patient Balance
Patient Balance Write Offs
INSIGHT Patient Payments Powered By PatientPay
INSIGHT Patient Payments FAQ
Work with Tasks
Introduction to the Task List
Manage Tasks
Create Tasks
Respond to a Task
Complete Tasks
Research Tasks
System-Generated Tasks
Task Alerts
Create, Print, and Fax Letters
Business Reporting
Reporting Basics
Types of Reports
Routine Reporting and Analysis
Monthly Insights Summary
A Deeper Dive into Monthly Insights Data
Clinical Reporting
Batch Print Chart Notes
Fax Clinical Reports at Signoff
Advanced Beneficiary Notices (ABNs)
Issue Listing
Corrections List Overview
Claim Issue Listing Overview
Clinical Issue Listing
Patient Issues Listing
Run Patient Issue Listing
Resolving Denials in the Corrections Queue
Front Desk Training
Therapist
Introduction and Setup
Clinical Documentation FAQs
Task Tab Overview
Schedule Tab Overview
Introduction to Clinical Documentation
Chart Tab Overview
Set Topic Preferences
Launch Clinical Documentation
Reports Tab Overview
Transition Clinical Documentation from Legacy Systems
View Appointments
Appointment Status
Appointment Status Icons
Change Appointment Status
Mark an Appointment Arrived
Basic Steps
Unsigned Documentation
Unsigned Visits Warning
View Documentation for a Selected Patient
Topic Categories
Review Case Information
Basic Case Information
Open the Case in the Client Editor
Review Authorization Issues
Review Precautions
Use a Chart Template
Loading a Template
Change Topic Automatically
Chart Topics and Templates
Templates and Topics
Template Elements
Add Items from Topics
Add Additional Templates
Anatomical Groupings
Change Anatomy in Documentation
Document Bilateral Results
Document Complex Patient Cases
Enter Clinical Documentation From Topics
Documenting Findings for Multiple Anatomical Areas
Document Subsequent Visits
Copy Documentation Forward
Enter Daily Progress Notes
Enter Progress Evaluations
Manage Patient Discharges
Review Documentation from Prior Visits
Track Plan of Care and Progress Reports
Update Goal Results
Create, Print, and Fax Letters
Fill Out a Chart Template
Enter an Initial Evaluation
Document Evaluation Complexity
Placeholder Appearance
Empty Placeholders
How to Edit Text in Chart Notes
Add a Summary Statement in Chart Notes
Add Additional Detail
Add Multiple Results
Add Notes to Procedures or Test Results
Enter Numeric Results
Search the Chart
Medicare Requirements
Glossary of Medicare Terms
Advanced Beneficiary Notices (ABNs)
Manage and Track Medicare's Manual Medical Review
Medicare Warnings for Therapists
Plan of Care and Progress Report Tracking
Aggregated Timed Units
CCI Edits
Remote Therapeutic Monitoring Documentation
Set and Organize Goals
Set Goals on the Fly
Use Goal Progress Ratings
Sign Off Clinical Documentation
Sign Off
Sign Off Form
Audit Documentation During Sign Off
Issues
Adjust Length of Procedure
Adjust Time In and Time Out
Charge Ticket
Sign Documentation with CCI Edits
Cosign Clinical Documentation
Select Clinical Report Formats
Revise Signed Documentation
Handle Unsigned Documentation
Fax Clinical Reports at Sign Off
Cosign Policy Setup
Add Diagnosis Codes before Signing Off
Add the Therapist Signature to Clinical Documentation Reports
Tips and Tricks
Copy Documentation from One Patient to Another
Search for Documentation Items
Find Items in the Topic Tree
View Documentation Status of Prior Visits
Save Clinical Documentation
Start Documentation for a Visit
Add Line Breaks to Free Text
Enter Groups of Documentation Items from Topics
Export Chart Notes
Filter and Group Documentation Items
Free Text Character Limits in Charting
Manage Clinical Documentation Issues
Use Alternate Procedure Codes in Charting
Use Free Text in Clinical Documentation
Use Keyboard Shortcuts in Documentation
Use Right-Click Shortcuts in Documentation
Use Notes in Insight
Use Spell Check In Documents
Use Supply Codes
Work with Assistants in "Incident To" Settings
Use Physiotec Integrated Home Exercise Program
Work with Tasks
Introduction to the Task List
Manage Tasks
InsightGO for Therapists
Single Click Signoff
Therapist Training
Biller
Introduction
How Insight Billing Works
Custom Filters
Task List
Review Tasks
Complete Tasks
Create a New Task
Manage Tasks
Prioritize Tasks
Research Tasks
Respond to a Task
System-Generated Tasks
Charge Processing
One-Click Claims
Manually Add, Edit, or Delete a Charge
Apply Batch Modifiers
Post a Charge and Create a Claim
Run Patient Issue Listing
Troubleshoot Charges
Voided Charge List
Claim Processing
Lifecycle of a Claim
Claim Processing Overview
Research Claims
Claim Editor Window
How to Bill Claims
Upload Electronic Claims
Submit PTPN Claims
Print Chart Notes with Claims
Secondary, Tertiary, and Mixed Payer Claims
Troubleshoot Not Ready Claims
Void a Claim
Claims Follow-Up
How to Resubmit a Claim
Regenerating Electronic Claim Files
Top 10 Reasons a Claim is Denied
List of Frequently Seen Denial Codes
Enter Denial and Adjustment Reasons by Code
Claims On Hold Overview
Claims Rework Due to Maximum Benefit Reached Denial
Claims Rework Due to Treatment or Diagnosis Code Changes
Add ICN/DCN Numbers to EDI Claims
Repair Claims
Adjust or Write Off Charges on a Claim
Create, Print, and Fax Letters
Payment Processing
ERA User Guide
Download ERA Files
Process ERA Files
Handle Unapplied ERA Receipts
Handle Take Backs via ERA
Post Payments
View Remittance Detail
Print Remittances
Add a New User Adjustment Reason
Correct a Posted Payment
Change Payer Index on Posted Insurance EOB
Delete Payments
Display Credit
Handling Interest
Post an Insurance Refund
Process Insurance Take Backs
Reverse a User Adjustment
Statements
Account Tab Overview
Apply a Patient Credit to a Patient's Balance
Print Patient Ledgers
Print Statements
Reprint Statements
Period Close
What is a Period Close?
Period Close Parameters
How is a Period Close Calculated?
Transactions Included in Period Close
Run a Period Close
View Period Close Details
Troubleshoot AR History Report, Period Close
Reconcile Monthly Close to Deposits
Total INSIGHT RCM Policies
Balances in Litigation
Credentialing Denials
Medicaid Secondary to Medicare
No Authorization
Non-Covered Services
Verification of Benefits
Secondary Balances
Claims Paid Unreported/Not Posted
Deposit Reporting
Write Off Policy
Billing Training Videos
Upload Deposit Information
All Files
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Topics that guide you in how to use INSIGHT productively.
Information for Managing Key Clinic Processes
Setup
Computer Setup
Company and Clinic Setup
Referring Physicians and Contacts Setup
Staff Setup
Schedule Setup
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Front Desk
Patient Registration and Intake
Set Staff Schedules
Schedule Patients
Patient Payment
Work with Tasks
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Therapist
Introduction and Setup
View Appointments
Reviewing Case Information
Use a Chart Template
Chart Topics and Templates
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Biller
Billing Introduction
Task List
Charge Processing
Claim Processing
Claims Follow-Up
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