Introduction

Menu	Description
File	Import and export billing information, or exit Insight Billing.
Actions	Attach patient documentation, create a task or letter, or open the cash register.
Billing	Accesses various billing setup windows such as expected reimbursement schedules, the change modifier and fee schedule editors, supplies and fee charges, billing rules and charges, or Medicare eligibility entry.
Corrections	Adjust charges, correct patient and insurance payments, or issue insurance or patient refunds.
Edit	Make changes to a claim, client, contact, payers, or staff member.
Print	Print chart notes, the current grid list displayed on the screen, an EDI activity log, ERA remittances, patient statements and ledgers, or save the current grid list to Excel.
Run	Run the various issue listing reports (claim, clinical, or patient), period close, or the AR Worklist.
Security	Change your password, set user password parameters, set report access for the various security groups, or add/edit user group permissions.
Settings	Manage various settings including claims (discharge destinations and reasons or hospital admission reasons), clinical settings, company and clinic information, EOB entry column order, payers, patient statement logo, program types, spell check configuration, or task actions.
Templates	Manage letter templates and printer settings.
Utilities	Commit transactions, perform a system check, or view system parameters.
Help	Access user guides, create and view support tickets, access the Clinicient Customer Support Center, or view check which version of Insight Billing you are running.

Tabs

Common tasks are organized into functional areas on seven tabs that always display at the top of the window. Each tab has a short cut key that you can use to quickly navigate to the tab. For example, use the F4 key to open the Claims tab.

Tab	Description
Tasks F2	Communicate with others in the clinic about issues that need to be addressed, changed, or followed up on.
Charges F3	Process charges and turn them into claims. Process UB-04 charges and turn them into claims.
Claims F4	Submit claims and monitor the status of the claim.
Payments F5	Manage payments from payers.
Deposits F6	Record bank deposits and associate them with payers.
Accounts F7	Review all account activity, reprocess a claim, add charges and print patient statements.
Reports F8	Reports on any clinical and billing data which enables you do things such as work AR and monitor the financial health and productivity of your practice.

Action buttons

The Action Buttons in the upper right corner of the application can be used to quickly access many of the features in Insight Billing.

Icon	Opens the...
	Client Editor which allows you to add new clients or edit client information.
	Add/Edit Staff window which allows you to add a new clinic staff members or edit existing staff information.
	Add/Edit Contacts window which allows you to add or edit contact (i.e. referring physicians or entities) information.
	Edit Payers window which allows you to add or update payer information.
	Fee Schedule Editor which allows you to add, edit, or copy a fee schedule.
	Company Info and Clinic Management window allows you to add a new clinic or update existing clinic information.
	Collect Payment window allows you to enter patient payments, view statements and ledgers.
	Print Preview screen allows you to print or preview the current information on the screen.
	Export to Excel dialog box that allows you to export the current grid information to Microsoft Excel.
	Create New Task dialog box allows you to create and assign a new task.
	Manage Attachments dialog box which allows you to attach files and manage attachments.
	Create a Letter window allows you to use predefined templates to create a patient letter.
	AR Worklist window allows you to view and manage the AR worklist.
	Display a Claim prompt allows you to enter a claim number to quickly locate a claim.

Toolbar

INSIGHT toolbars contain useful functions. Click a button on the toolbar to perform the task.

Toolbar Description
The Task toolbar allows you to manage tasks by performing actions such as creating new tasks, replying to a task, forwarding a task, marking a task complete, or adding a note to the task.
The Charges toolbar allows you to manage and post charges, create claims, create custom filters, and sort charges by the selected date.
The Claims toolbar allows you to manage claims, create custom filters to display selected claims, and search for claims using claim number. The Claims toolbar allows you to manage claims, create custom filters to display selected claims, and search for claims using a claim number.
The Payments toolbar allows you to manage EOB postings, payment research and cash collections, depending on which subtab you are using.
The Deposits toolbar allows you to manage, add, edit, and print a list of the deposits or payments displayed.
The Accounts toolbar allows you to manage patient account information by adding charges, creating tasks or notes associated with the patient, printing notes, and displaying case information.
The Reports toolbar allows you to run, preview, print, and export reports. You can also set report access, manage favorite reports and analyze various activities within your clinic such as analyzing the number of cases per clinic, AR history by payer, number of charges per therapist, payments and adjustments by month, and much more.

Subtabs

Some tabs have been organized into subtabs for easier screen navigation.

The Tasks tab organizes task information into three different subtabs: My Tasks (a list of all tasks assigned to you or the security group to which you belong), Tasks Created by Me (a list of all tasks created by you), and Research Tasks (allows you to view tasks based on filters selected).

The Payments tab organizes payments into three different subtabs: EOB Posting (enter or edit EOBs and payments), Payment Research (view payments by payer), and Cash Collections (view, edit, or enter patient payments made in cash).

The Accounts tab organizes account information into four subtabs: Statement (view and print patient statements), Ledger (print all activities and the full balance on a patient account), Claim Details (view claim details by payment or charge), CoPay Ledger (release copay money).

Panels

The Task tab and Accounts tab have a panel on the right side of the screen that provides additional information for the line selected.

List

Insight Billing software is built around the concept of management by exception. The system is designed to call out charges or claims that cannot move to the next stage of processing. The main portion of the screen displays a list of all items that correspond to the tab you are using. Click and drag a column header to move the column to a new position. Collapse rows to exclude them from any task you are performing. For example, if are not ready to create claims for a specific patient, find the patient in the list and use +/- to collapse the patient and delay creating claims for that patient. You can also create custom filters for any column. Refer to Custom Filters for more information.

Billing Introduction