You can add your own fields for the Client Setup, Provider Setup, Insurance Setup, and Transactions (i.e. Charges and Payments). So for example, if you need a field under the client setup for Preferred Contact Method, you can add it. 1. To add a New Field…

How to Do A Simple Refund on a Client Over-payment In this case, the client has made a payment in excess of the amount charged resulting in an unallocated amount. You have entered a client with a standard charge of, say $120. The client does not have insurance…

You can create filtered lists of clients in Office Therapy. For instance, you can create a list of clients with a balance, or who see a specific provider, or have a specific primary insurance company. To create a filtered list: Go to the Clients View Click…

Click on Insurance Companies under View Select the Insurance Company and click on Modify Click on the HCFA Details tab Select the drop down menus next to both primary and secondary and click on the option you need.

Invalid REF Segment in 2010BA Symptoms: Error in loop 2010BA REF02 is missing or invalid Subscriber secondary ID missing Subscriber SSN/ID/Policy # missing This is caused by the “Type” pulldown—located to the right of “Secondary Subscriber ID”—on…

Managing and Reporting Insurance and Provider Rates Set Allowed Benefits for Insurance company Go to the Insurance View, select the company, and select the Rate Card tab. Select the Service or CPT and enter the Allowed benefits (what the insurance company…

The mark as filed feature in Claims Manager will allow the user to mark the claims that have been printed or uploaded to be archived. Once these claims are archived they will not show again in the queue when producing new claims. If you ever need to retrieve…

If an error message that states Missing ICD Diagnosis pointer or codes appears when trying to process a claim in Claims Manager. Make sure to retrieve the patient(s) name before closing out of the error. Also, in the claim queue list, make note of all the…

Problem: When processing claims using the Claims Manager, an error is generated stating "System.InvalidOperationException: Nullable object must have a value." If you are running Office Therapy version 11.5.6 and up, you will see something like this: You will…

Please note the below screenshots may differ than your Office Therapy which depends on your version however the steps on resolving the procedure code has stayed the same. Applies to 4010, 5010 Possible Rejection Message · Procedure Code is invalid This rejection…