Case Binder: Patient Billing

Permissions! Clinic Staff must have Administrator, Billing Manager, Clinical Director, Front Office, Operations Manager, or Staff Therapist Permissions assigned in order to manage Case Binder.

Fusion Enterprise understands that managing all of your cases is a critical function of any practice. We have ensured that you can run all of your practices front office needs through Fusion Enterprise and make it as easy as we can. This series of introductory articles will cover the essential aspects of managing Case Binders with Fusion Enterprise.

This tab looks and functions like the Medications tab and allows you to specify a group of patients that will appear together on a single patient statement. Patient Money posted to an account in a group may be applied to ANY case in the group. They are considered a single group. This makes cross-applying money between multiple cases for the same patient very easy. When applying patient money using the Apply Patient Payments function, the system will automatically allocate the money between the various cases in the group as needed. If this behavior is not something that you desire, do not put them in the same Billing Group.

In most situations, you will more than likely have a single Patient Billing group, but there are situations where you may want multiple groups. For example, let’s say you have 2 PT cases and an OT case. The PT cases are commercial insurance, but the OT case is an MVA. You want to bill the 2 PT cases together, but since the OT case is an MVA you may want to hold billing until the appropriate time. Putting the OT case in its own Billing Group would allow this one case to be on its own statement but still participate in all of the other features of the case binder.

The right-click menu is very similar to the Medication List and works in the same manner:

Patient Billing Group

Add New Group	Allows you to add a new Billing Group.
Edit Group	Allows you to edit the currently-selected Billing Group.
Delete Group	Deletes the currently-selected Billing group.
Refresh	Refreshes the current screen and brings in any changes another user may have made while you were looking at the screen.
Close	Closes the screen.

When adding a new group you are presented with the following screen:

Add Patient Billing Group

Name	The name you want to call this group.
Master Case	The case that will act as the Master Case. This is a case that will be used for Guarantor and Address information.
Single Payment / Day	If you have a carrier that only allows one co-pay per day, select this box. More information is offered on this below.
Cases	Check the cases you want in this group.
Comment	Allows you to enter a comment about this group.

Single Payment / Day – this is used in the situations where an insurance company only allows a single co-pay for multiple visits in a given day. Let’s say you have a PT case and an OT case, and the patient is coming for both of those in one day. The patient will have two visits for two different therapists.) Some carriers will allow you to collect a co-pay for each visit; others will not. If you select Single Payment / Day, the front desk will be notified in the Patient Payment screen when they enter a payment from the schedule.

For Single Payment Per Day patients, the Patient Payment screen looks as follows:

The top right corner shows that this patient should only be charged one co-pay each day. There is a grid below that shows all of the patient’s visits for Today and what has happened so far.

Here we see in the first line that a co-pay of $20.00 was collected on the first visit. We would then mark Today’s co-pay for the second visit as zero by right-clicking and selecting “Zero Today’s Copay”. This action updates the Estimated Payment Schedule for this patient. For more information on Estimated Payment Schedules, see the chapter on Patient Payments.