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How To Check Your Billings Using Practice Software

This document provides instructions for checking Medicare billings using three different practice management software: Best Practice, ZedMed, and Medical Director using PracSoft. It summarizes the steps to access and view billing reports in each software. The reports display services billed, grouped by patient name for Best Practice or item number for ZedMed. Medical Director users can generate a daysheet report showing the day's transactions, including visits, receipts and adjustments for reconciliation. Users without permission may need to speak to their practice manager to access billing reports.

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Aparna Prasad
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81 views6 pages

How To Check Your Billings Using Practice Software

This document provides instructions for checking Medicare billings using three different practice management software: Best Practice, ZedMed, and Medical Director using PracSoft. It summarizes the steps to access and view billing reports in each software. The reports display services billed, grouped by patient name for Best Practice or item number for ZedMed. Medical Director users can generate a daysheet report showing the day's transactions, including visits, receipts and adjustments for reconciliation. Users without permission may need to speak to their practice manager to access billing reports.

Uploaded by

Aparna Prasad
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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How to check your Medicare billings using practice software

This guide includes:

o Best Practice
o ZedMed
o Medical Director using PracSoft appointment software

If these instructions do NOT work for you it may be that you have not yet been given
“permission” on the practice software to access these functions. Please speak to your
practice manager as they will be able to show you how to check your billings and grant
permissions in the software if they are not already set up.

Best practice
1. Go to the main screen that is blank and click ‘Management’ then ‘Reports’.

2. Scroll down in the list until you get to ‘services export’. All of the services options will display billings in a
different format. Preferred is ‘services export’ which displays billings grouped by patient. This is the easiest
format to check billings as more than one item number may be billed to the one patient for the same
attendance. Alternatively, selecting ‘services by account type (grouped by item)’ will show you services
grouped by item number. Once you have highlighted your desired option click the select button.
3. A pop up window will appear that allows you to enter the date range, location and provider. Once you have
selected the correct boxes and date range click ‘view report’

4. Depending on the option you selected in step 2 one of the following screens will appear. The first is ‘services
export’ which displays the information by patient and allows you to see all items billed to a particular
patient. Note there is more information available in the table but for confidentially only the column headers
are included in the image below. ‘Services export’ is my preferred view. Alternatively, if you selected
‘services by account type (grouped by item)’ you will see the second table below which groups the services
by item number. Patient details have been removed from the table for privacy.
ZedMed
1. Go to the main screen and click on Daily reports
2. Click transactions/GST

3. Adjust the date period. Select treating doctor. You can sort item numbers using the item description box at
the bottom of the screen. Once you are done select ‘Screen’.
4. This is what you should see:
Medical director using PracSoft appointment software

A Daysheet report is for reconciling the day's transactions. This includes visits, receipts and adjustments.

1. From the Waiting Room window, click the Daysheets button.


(N.B. the above patient names are not real, this image was taken from the software guide)

2. Select the 'Report Type' from the drop-down list, options include:
o Visits Recorded
o Receipts Issued
o Till Summary
o Receipt Allocations
o Adjustments

3. Choose either today’s date or select from the calendar.

4. Select the 'Date Selection' from the drop-down list, options include:
o Visit Date
o Entry Date
o Report Date

5. Select the correct single practitioner

6. Set the display options, which include 'Group by invoice type', 'Include adjustments' ‘Show Totals’

7. The daysheet results will update dynamically as you make adjustments to the settings and you will be able
to use this on the screen. You can also print the daysheet using the print button at the bottom of the page.

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