Billing Requirements Check Export

Introduction

This article will walk you through how to run a Data Export to check for key required billing-related fields for active clients prior to generating and transmitting claims from your extendedReach system to Waystar (claims clearinghouse).

Prerequisites

  • This is designed to be used with Enterprise Financials & Enterprise Claims. If your agency doesn’t currently have this option and you’re interested in learning more, please contact success@extendedreach.com  
  • The Data Export called “Billing Requirements Check“ must be in your system. If you don’t see that, please Contact Support at support@extendedreach.com so that we can add it for you
  • Be a Full Administrator

Instructions

Purpose and Report Details

The Billing Requirements Check export produces a CSV report with active cases with a column for these key required billing-related fields

  • Case Name
  • Program
  • Address
  • Date of Birth
  • Gender
  • Primary Insurance name and ID Number
  • Primary Diagnosis

TIP- We recommend you run this report prior to each billing, or at least weekly or monthly, so you can catch any new cases that might be missing needed information. This will save you time. Add any missing information to the case prior to billing instead of having to fix each claim in Waystar after it’s been billed.

Running the Data Export

  • Log in to your extendedReach system. From your workspace click on navigate to the  Administration menu > Organization Settings > Export Data.
  • On the pop up, select Billing Requirements Check and click Submit.

Above screenshot shows navigation to the Export Data Billing Requirements Check.

  • Click on the CSV file that appears on the pop up.

Above screenshot shows the downloaded CSV file.

  • Sort the file as desired and review for missing or incorrect information.
  • Add/update any information on the case prior to billing.
  • Rerun report as often as desired.

Above screenshot shows the sorted CSV file.

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