OpenEMR: Basic Billing

Based on OpenEMR 4.1Laboratory Informatics Institute

January 2014

OpenEMR: Basic Billing

• Billing Reports• Generating Claims• Generating HCFA forms

OpenEMR: Basic Billing

• Only administrators, authorized users, and those with the access control accounting, can access the billing display.

• Login with you credentials.• Select fees, billing from the menu on the left.• You can use the search tool to choose the

appropriate encounter.

OpenEMR: Basic Billing

• Billing report automatically displays all the billable encounters from the day.

• The search tool can be used to look for a different date, if you select date of service from the criteria menu.

• Clicking the check box to the right of an encounter will enable a series of buttons for generating claims.

OpenEMR: Basic Billing

• Select multiple encounters to generate batches of claims.

• Click generate X12 to generate a claim appropriate to send to a clearinghouse.

• On the confirmation box that comes up, clicking OK will mark the item as cleared.

• Next save the file on the save file display that pops up.

OpenEMR: Basic Billing

• Once the file has been saved, click view log to ensure the file was generated correctly.

• You will see errors displayed in the log, if there were errors, or a notation that the generation was successful if there are no errors.

• Select billing status to see the status. Click the red x to remove this encounter from unbilled, or click billing status and select all, then refresh the list to see the updated status.

OpenEMR: Basic Billing

• Click expand next to the encounter to see the details.

• Check the box on the right of the encounter and click generate CMS 1500 PDF.

• View the form in the PDF viewer, or print it on a CMS 1500 form, depending on how your system is configured.

• Return to the billing report and click update list, to see the billing status of the encounter.