User Guide
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Billing Macros (ON)

Billing Macros is a feature of Accuro that allows you to combine codes that you use regularly into a Macro. Instead of having to type in all the separate codes, select the appropriate Macro and the codes are added for you.

Note: Only one Macro can be added to a main Claim procedure. If a second Macro is added to the main Claim procedure, it overwrites the first, however multiple Macros can be added to the sub-procedure Claims.

Create a New Billing Macro (ON)

  1. Click the Accuro Start Menu , then Billing, Billing Options, and select Manage Macros. The Macro Manager window is displayed.
  2. In the Macro Manager window click the Add button to open the Create Macro Window.
  3. Enter a Title, Procedure, Diagnosis, Qty, Master Number, Suffix, SLI, and if required, a Custom Price.
  4. Click the Add button to add the above Code to the Macro.
  5. Repeat Steps 3 and 4 as needed.
  6. Click OK to save the Macro.

Edit a Billing Macro (ON)

  1. Click the Accuro Start Menu , Billing, Billing Options, and then select Manage Macros.
  2. Select the Macro you wish to edit.
  3. Click the Edit button .
  4. Edit the Macro as needed.
  5. Click OK and Close once complete.

Copy a Billing Macro to Create a New Macro (ON)

  1. Click the Accuro Start Menu , Billing, Billing Options, and then select Manage Macros.
  2. Select the Macro you wish to copy.
  3. Click the Copy button .
  4. Name and Edit the Macro as needed.
  5. Click OK and Close once complete.

Delete a Billing Macro (ON)

  1. Click the Accuro Start Menu , Billing, Billing Options, and then select Manage Macros.
  2. Select the Macro you wish to delete.
  3. Click the Delete button .
  4. Name and Edit the Macro as needed.
  5. Click OK and Close once complete.

Applying a Billing Macro (ON)

Billing Macros can be applied in multiple areas of Accuro. They can be applied through the Claims Section, Claim Details, the Day Sheet, a Query, or in Appointment Details when an appointment type default is linked to a Macro for a specific Provider. 

When applying a Billing Macro with no Diagnostic Code, the Provider's Default Diagnostic Code will be applied. If the Provider does not have a Default Diagnostic Code then the code, be it a 0, will apply to the Claim.

Multiple Macros can be selected and applied at the same time by clicking and holding Ctrl on the keyboard.

Note: When a Provider has "Set new Claims to No Charge" enabled in their Provider Wizard then all applied Macros will be set to No Charge in the Claim.

Applying a Billing Macro in the Claims Section (ON)

  1. Click the Claims button on the Accuro Navigation bar.
  2. Click the Daily Claims or Unsubmitted Claims tab.
  3. Select a Claim or Multiple Claims at the same time by clicking and holding the Ctrl key.
  4. Right-click on the appropriate Claim(s) and select Apply Macro from the list displayed.
  5. The Macro Manager window is displayed.
  6. Click to select the appropriate Macro.
  7. Click either Select or Select and Apply, as required.

Applying a Billing Macro in Appointment Details (ON)

Note: An Appointment Type needs to be assigned a default Macro per Provider in the Scheduler Management Settings beforehand.

  1. Select a Patient and Create an Appointment.
  2. In the Appointment Details window, select the Type dropdown to assign an appointment type with an associated Billing Macro.
  3. Complete all other necessary detail then click OK.
  4. The Billing Macro linked with that Appointment Type is applied to the Claim created for the respective Appointment. 

Applying a Billing Macro in Claim Details (New Bill) (ON)

  1. Open the Claim Details by:
    1. Right-clicking an Appointment in the Scheduler and selecting Claim Details.
    2. Creating a new Claim by pressing Ctrl + B or through the Accuro Start Menu, Billing, New Bill.
    3. In the Claims Section, right-click on an existing Claim and select Claim Details.
  2. In the Procedure cell, double click and either type the name of the Macro or when searching the Macros list appears in the search box.
  3. Click Save and Close to apply the Billing Macro.

Applying a Billing Macro in the Day Sheet (ON)

  1. Click the EMR button on the Accuro Navigation bar.
  2. Select the Day Sheet tab.
  3. Select a Claim or multiple Claims at the same time by clicking and holding the Ctrl key.
  4. Right-click on the appropriate Claim(s) and select Set Macro from the list displayed.
  5. In the Macro Manager window select the desired Macro.
  6. Click Select or Apply to add the Macro to the Claim.

Applying a Billing Macro from a Query (ON)

Once a report is generated from a query, a new bill can be created using a Macro.

  1. Create/select a Query which will be used to apply a Billing Macro for a set of patients.
  2. Run the Query Report.
  3. Select one or multiple patients by holding Ctrl while clicking.
  4. In the -Select Action- dropdown select "Create Bill".
  5. Enter the Date of Service and the Provider.
  6. Click on Macro.
  7. Select a Macro or Create a New Macro.
  8. Click Apply.
  9. Click Yes in the confirmation window to apply the Billing Macro  

Note: Any Diagnostic codes added in the Create Bill window will be overridden by the selected Macro.