Changes that users are allowed to make to bills have caused some accounting issues when trying to balance against reports. Billing controls were introduced to prevent inappropriate editing of bills by introducing tighter financial controls and avoiding any potential for missing revenue.
The areas of Accuro affected by the billing controls are claims, appointment history (F4), A/R by Insurer, Claim Details, Scheduler, EMR Day Sheet, Appointment Details and Private Payments.
Billing controls ensure that the financial data contained in the reports remains accurate and unintentional errors are no longer allowed to occur. This gives the Billing Reports greater reliability and save time for clinic billing staff in tracking down and correcting A/R issues.
With billing controls there are no immediately visible changes to Accuro. The changes become visible once users with billing permissions try to perform actions on a claim and they cannot due to the billing controls.
The billing matrix displayed below is a comprehensive list of what can and cannot be performed on a bill.
Note: Many of the "Undo" actions are to allow users to reverse actions that had already been done on bills before the billing controls were introduced.
Billing Matrix Exception:
An appointment can be moved to another date if the appointment has already been invoiced as long as the date is not in the past (PP appointments only). This update is to allow users to make tentative appointments, take a deposit for the appointment and then be able to adjust the appointment date and time, if required.