To be able to produce electronic secondary claims, you will need to use the ERA or Paper EOB Dashboard on processing your primary insurance payments (remits.) Please note: The Processed and Unallocated column cannot be modify therefore users do not need to…

Archiving Auto Forwarded Secondary’s: In version 12 there is a feature added to the claim queue called auto forward. Auto Forward is dictated from the primary insurance remit, this is only checked if the primary insurance has forwarded the claim to the…

The following will back up your databases however for best practice management it is recommended to move your databases to an encrypted external drive that is kept in a safe place. The will assure if anything goes wrong to this PC, you will have the current…

Question: Our company mail goes to a PO Box. How do I set it up in OT 10? Answer: In Office Therapy 10 you will need to open the providers screen and double click on the providers name > select the "hcfa details" tab > select either "All" or the individual…

Grouping Column Headers Right click on any Column header and click on ‘Show Group By Box.’ Make sure that the ‘Drag a column header here to group by that column’ message box appears. Drag and drop the Column Header into the ‘group box’ . You can…

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…

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.

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…