A Guide to Using the Billing Sheet

What is the purpose of the Billing Sheet?

The Billing Sheet is for administrative purposes. It is for your staff, third-party billing company, or for us if you are receiving billing services from us. It is designed to track a patient’s financial dues from their copay and diagnosis codes to the point that the EOB is paid by the insurance company.

What do each of the columns mean?

  • Client – Date of Birth – Client name and date of birth.

  • Date of Service – The date the note/service was completed.

  • Insurance – The client’s main insurance.

  • Code – The code to be billed out for the service.

  • Diagnosis – The diagnosis code as recorded in the note to be billed out.

  • Collected – The amount that has already been collected as the co-pay.

  • Units – The amount of units to be billed out for the code selected.

  • Notes – Notes/comments about the billing of this service.

  • Closed – The assessment has been completed and closed.

  • Billed – The service has been billed.

  • Primary/Secondary Paid – Payment has been received by the primary/secondary billed source.

  • Hide – Hide this service from view.

  • Delete – The trash icon will delete the service from the Billing Sheet.

Closing a period

According to best practices, it will be good for you to close out your billing period at the end of every month. You won’t lose any data or be unable to receive EOB’s for a bill that was outstanding. However, in closing the period, the Billing Sheet won’t have to call up so many records at once, and will load faster.

  • To close the period, click on the button at the top right saying “Close period”.

  • You may navigate between periods by clicking on “Prev” or “Next”.

Best Practices

Dilligence leads to success. We’ve built our software to help you be successful and ease your worries. It will be important to follow a few certain guidelines to make the most out of your use of Therapractic.

  • Upon completion of a visit, it will be important for you to always sign and close the note. You may review how to do so by following this link. Closing the note is what will show the visit on the Billing Sheet for you to track.

  • During completion of a visit, make sure to denote the diagnosis code in the proper fields (titled “ICD-10”). A detailed and searchable list of codes may be found at icd10data.com. Also, keeping track of the co-pay on the notes page will help you keep track of it on the Billing Sheet.

  • Utilize the Billing Sheet’s “Notes” function for comments to those who will be billing out for the session. Comments should be about the action of billing itself, rather than the visit or health information. Those comments about health information may be kept in the communication log.