Billing Training Videos
The videos below are designed to teach clinic billing staff the processes and procedures surrounding use of the Clinicient INSIGHT Billing system. These videos are intended to be viewed in the order displayed, as many of the later videos build on skills and information learned in those preceding them.
Note: Click the + (plus) sign to expand video categories. To collapse the list of videos, click the - (minus) sign.
Logging in
Logging in to INSIGHT Billing
A brief tutorial on how to log in to INSIGHT Billing for the first time. [1:37]
Overview of INSIGHT Billing
A high-level overview detailing the basics of the Clinicient INSIGHT Billing platform. [1:42]
Setup
Entering Company and Clinic Information
A detailed tutorial on entering details regarding clinics and their parent companies in INSIGHT Billing, including addresses, provider numbers, and various settings. [3:57]
Main tabs overview
Tab Overview: Tasks F2
An overview of the content and functionality found on the Tasks F2 tab of INSIGHT Billing. [3:51]
Tab Overview: Charges F3
An overview of the content and functionality found on the Charges F3 tab of INSIGHT Billing. [3:13]
Tab Overview: Claims F4
An overview of the content and functionality found on the Claims F4 tab of INSIGHT Billing. [5:42]
Claim Editor Overview
An overview of the content and purpose of the Claim Editor in INSIGHT Billing. [9:21]
Tab Overview: Payments F5
An overview of the content and functionality found on the Payments F5 tab of INSIGHT Billing. [3:00]
Tab Overview: Deposits F6
An overview of the content and functionality found on the Deposits F6 tab of INSIGHT Billing. [1:21]
Tab Overview: Accounts F7
An overview of the content and functionality found on the Accounts F7 tab of INSIGHT Billing. [4:26]
Using Common Filters
This video details how to use common data filtering feature across INSIGHT tabs and subtabs. [2:49]
Edit payers
Setting Payer Defaults
This video details the instructions for creating time-saving default settings for your payer records in INSIGHT Billing. [3:10]
Entering a New Payer
A step-by-step tutorial on entering a new payer and their necessary data into INSIGHT Billing. [2:56]
Edit Payers: General Billing Data Tab
This video details set-up of claim and other billing options for a selected payer, including claim format, authorization requirements, required data entry fields, and more. [5:55]
Edit Payers: CMS1500 Tab
A brief walk-through of the INSIGHT fields used to input information on CMS-1500 claim forms. [5:08]
Edit Payers: UB04 Tab
A brief walk-through of the INSIGHT fields used to input information on UB-04 claim forms. [2:51]
Browsing Payer Settings
A tutorial on the purpose and correct use of the Browse Payers button in INSIGHT Billing. [1:58]
Fee and reimbursement schedules
Creating a New Fee Schedule
This video details the steps required to create a new fee schedule in INSIGHT Billing. [3:48]
New Fee Schedule Versions
A step-by-step tutorial on creating a new version of an existing fee schedule in INSIGHT Billing. [2:23]
Creating a Self Pay Fee Schedule
This video details the steps required to create a self-pay fee schedule in INSIGHT Billing. [5:02]
Creating a New Expected Reimbursement Schedule
This video details the steps required to create a New Expected Reimbursement Schedule in INSIGHT Billing. [2:56]
New Expected Schedule Versions
This video details how to create a new Expected Schedule version of an existing expected reimbursement schedule. [2:03]
Adding Fee and Expected Schedules
This video details how to add Fee and Expected Schedules to a payer in the payer settings. [3:27]
Adding CPT Codes to a Fee Schedule
This video details how to add CPT codes to a Fee Schedule. [1:20]
Patient statements
Printing Monthly Patient Statements
An overview of the Patient Statements window, and a tutorial on printing patient statements on a monthly basis. [3:23]
Add CPT/HCPC codes and modifiers
Adding CPT or HCPC Codes to INSIGHT
This video details how to add a new CPT or HCPC code to INSIGHT. [3:10]
Adding Cash Register Supply Codes
This video details how to add supplies and fees which will be billed through the Cash Register (Collect Payment window). [3:37]
Adding Modifiers to Charges
This video details how to addend a modifier to an existing charge. [1:33]
Adding Modifiers to Claims
This video details how to add a modifier to charges once a claim has been created. [2:07]
Billing claims
Manually Posting and Creating Claims (CMS 1500)
This video details how to manually post charges and create claims to be billed on a CMS-1500 form. [3:54]
Billing Electronic Claims
A step-by-step tutorial on billing claims electronically through INSIGHT. [2:52]
Printing Electronic Claims to Paper
A tutorial on using INSIGHT to set electronic claims to instead be printed as paper claims. [2:12]
Billing Paper Claims with Chart Notes
This video details the process for billing paper claims along with their related Chart Notes. [2:51]
Billing Secondary and Tertiary Claims
This tutorial will give you the steps to bill claims to secondary or tertiary payers. [2:59]
Printing Completed Claim Forms on Plain Paper
This video will teach you how to print full completed CMS-1500 or UB-04 claim forms, along with the related patient claim details, on plain paper. [2:44]
The Not Ready Bucket and Claims with Issues
An outline on the purpose of and functionality used in the Not Ready claims bucket and Claims with Issues report. [5:24]
Patient payments and charges
Posting Patient Payments
This video details how to enter and post a patient payment in the Cash Register (Collect Payment window). [4:18]
Creating Supply or Fee Charges when Patient Credit is Available
A tutorial detailing how to charge a supply or fee in the Cash Register when patient credit is available. [2:12]
Charging Supplies and Fees with a Patient Payment
This video details the process for charging a supply or fee in the Cash Register, while also applying a patient payment at the same time. [1:45]
Creating Supply and Fee Charges without a Patient Payment
This video details the process for charging a supply or fee in the Cash Register when you do not have a patient payment to apply at the same time. [1:32]
Insurance responses
Overview: Enter EOB Button
An overview of the purpose and functions of the Enter EOB button, found on the EOB Posting tab of Payments F5. [8:16]
Using the Payment Research Tab
This video details how to search for, filter and correct payments using the Payment Research tab. [3:55]
Posting a Primary EOB with a Patient Obligation
This video details how to enter and post a primary insurance response that includes a patient obligation after any applicable insurance payment. [5:09]
Posting a Primary EOB with Secondary Insurance
This video details how to enter and post a primary insurance response when the patient has a secondary insurance. [6:56]
Posting a Zero Pay EOB
A tutorial on entering and posting an insurance response on which no payment was made. [5:15]
Posting a Secondary Insurance Payment
A brief tutorial detailing how to both enter and post a secondary or tertiary insurance response. [4:24]
Posting Insurance Recoups or Takebacks
This video details the step by step process to enter an insurance recoup (or take back) on an insurance response that includes additional patient payments. [5:08]
Posting Interest Payments on Insurance EOBs
This video details how to apply interest found on an Insurance EOB to an EOB line item before posting. [1:46]
Editing Check Info on Unposted EOBs
A step-by-step tutorial on changing or updating insurance payment information on an unposted insurance response. [1:38]
Importing an Electronic Remittance Advice
A tutorial detailing how to import an Electronic Remittance Advice (ERA) into INSIGHT once the file has been saved to your EDI folder. [1:46]
Posting an Electronic Remittance Advice
A tutorial detailing hot to post an ERA for non-Medicare patients after importing the ERA into INSIGHT. [3:48]
Handling Unapplied Receipts
A step-by-step tutorial on searching for and applying ERA payments found on the Unapplied Receipts tab of EOB Posting, displayed only when there are claims which cannot be automatically applied. [3:36]
Applying Interest to an Electronic Remittance Advice
This video details how to apply interest found on the Interest Payments tab to an ERA prior to posting. [2:19]
Posting a Medicare ERA
A tutorial detailing how to post an ERA for Medicare patients after importing the ERA into INSIGHT. [3:19]
Removing Duplicate Insurance Responses
A step-by-step tutorial on how to remove duplicate insurance responses that have posted to a patient account. [5:21]
Deposits
Overview: Add and Edit Deposit Buttons
An overview on the purpose and functions of Add Deposit and Edit Deposit buttons found on the Deposits F6 tabs. [4:24]
Using Batch Names in Deposits
This video details how to create deposit batch names to filter payments you wish to pull into a specific deposit. [1:34]
Adding Older Payments to Deposits Using Show All
This video tutorial details the process to locate payments older than 90 days, using the Show All check box found in Add Deposit and Edit Deposit buttons. [1:08]
Correcting patient payments
Overview: Correcting the Application of Patient Payments
An overview of the Correct Patient Payment screen, and introduction to patient payment corrections. [2:36]
Correcting Patient Payment Amounts
A step-by-step tutorial on correcting patient payment amounts entered when entered incorrectly into INSIGHT. [4:10]
Removing Patient Payments
This video details the steps to removing patient payments applied to a patient account in error. [3:40]
Unallocating Patient Payments
A step-by-step tutorial on unallocating patient payments from charged line items, required prior to editing payment details before reapplying. [2:46]
Changing Payment Methods and Dates on Patient Payments
This video details the process to edit and update payment methods and payment dates on a previously posted patient payment. [1:59]
Refunds and adjustments
Identifying Patient Refund Needs
A simple introduction on how to determine which accounts currently have patient credits that may need refunded. [3:18]
Entering a Patient Refund
This video details the steps to initiate a patient refund of any credits residing in the Available Credit field of the Accounts F7 tab in INSIGHT. [3:25]
Removing a Patient Refund
This video details the steps to remove a patient refund that was entered in error on the patient account. [2:29]
Posting an Insurance Refund when Credit is on a Claim
This video details the steps to use the EOB Posting tab to post an insurance refund on accounts where the credit is sitting on a claim within a patient account. [6:34]
Posting an Insurance Refund when Credit is on a Payer
This video details the steps to post an insurance refund on accounts where the credit is sitting at the payer as opposed to a claim, viewable through the Payer Credit Research report. [2:36]
Adding User or Other Adjustment Reason Codes
A tutorial on adding reason codes to be used for adjustment of patient balances or other balances not related to a denial. [1:44]
Writing Off or Reducing Patient Balances
A tutorial outlining the write-off and user adjustment process, for uncollectable monies sitting on patient balance. [5:54]
Using Cash Collections to Apply Patient Credit
This video details the process to apply a patient credit to that patient's balance in the Cash Collections tab. [2:38]
Applying Money to Credit Available
This video details the process for applying received money as available credit, along with an overview of a report designed to track these entries. [3:06]
Resubmit claims
Resubmitting an Individual Claim
A tutorial detailing the steps to resubmit individual claims, and move them to the Billable claims bucket to be rebilled. [3:47]
Resubmitting Groups of Claims
A tutorial detailing the steps to resubmit a group of claims, and move them to the Billable claims bucket to be rebilled. [3:49]
Void charges
Void Selected Claims
A tutorial detailing the steps to void or zero out a claim, but without automatically reprocessing. Charges can still be reprocessed manually. [2:15]
Void and Reprocess Charges on Selected Claims
This video tutorial details the process to void or zero out a claim and reprocess charges, updating them to match changes made by the therapist or payer settings, but all within the existing claim. [3:44]
Void Selected and Reprocess Charges
This video tutorial details the process to void or zero out a claim and reprocess and update charges to match changes made by the therapist or payer settings, resulting in a new claim being created. [3:22]
Reprocessing Voided Charges
A tutorial detailing the steps needed to reprocess previously voided charges in order to create a new claim. [3:41]
The Voided Charges Report
An overview of the Voided Charges report, which provides an easy look into all voided charges within a defined date parameter. [1:51]
