DO NOT UPLOAD OR ADD ANY DATA TO IN TOUCH BILLER PRO. ANY QUESTIONS, PLEASE CONTACT YOUR ACCOUNT MANAGER.
The following mandatory components must be provided to your account manager before your go-live date with In Touch EMR. Your account manager will set up your accounts, and provide you with your access credentials.
1. Provider information - your account manager will set up providers in In Touch EMR. Providers needs to have NPI, First name and Last name. This information (NPI, first name and last name) must be provided to your account manager.
2. Appointment type - Name and duration must be provided to your account manager. You can customize the appointment's color after your account manager completed setting it up.
3. Clinic - Clinic name, Address, Phone and Fax number, Operation hours and timezone are required for setting up the clinic.These information must be provided to your account manager.
4. Payers - Most of the insurances are available in In Touch EMR ready to be used. If you wish to add a payer that is not on the list, you must provide the Payer Name and Payer Code(if available) to your account manager and we'll have it added for you.
5. Referring Physician - If you have a list of referring physicians, please give it to your account manager and we will add it to your In Touch EMR account. NPI, First name and Last name are required.
Note: It is mandatory to have these components in place before you start using In Touch EMR.
The In Touch EMR to In Touch Biller Pro One Way Workflow
With this new Integrated set up, you can now create Patients, Appointments in In Touch EMR and when you finalize a document in In Touch EMR, it automatically transmits claims to In Touch Biller Pro for processing. It's a simple, clean and powerful workflow to streamline your entire billing process.
Once the mandatory set up is completed by your account manager (see above), you can now start creating Patients, Appointment and Documentation. You are ready to submit claims!
How to add payers in In Touch EMR
From the Payer Selector, just highlight the name of the Payer and click on Add to 'My Payers' button to add it to your list of Payers.
If you wish to add a payer that is not on the list, you must provide the Payer Name and Payer Code(if available) to your account manager and we'll have it added for you.
How to create a patient in In Touch EMR
Mandatory information needs to be filled out when creating a patient such as the Essentials, Address, Touch Points and Payer.
Essentials - this is where you put the basic information of the patient such as Name, Birthday, Race, Ethnicity, Language and the Referral Source.
* Highlighted fields are required.
Address - when adding an address to a patient, the zip code should match the City and State provided. In Touch EMR will auto populate the City and State once you entered the Zip Code.
* Fields with asterisk are required.
Touch Points - need to add at least one Home Phone number.
* Fields with asterisk are required.
Payer - allows you to add insurance.
* Fields with asterisk are required.
How to create appointments in In Touch EMR
After creating the patient, you can then set up an appointment.
1. Search Patient - just search for a patient by first / last name, and select the patient. Proceed to create the appointment.
2. Appointment Type - this will be the list of the appointment types that you sent to your account manager.
3. Date of Appointment - this will be pre-populated based on the date and time you chose from the In Touch EMR calendar. You have the option to change this before creating the appointment.
4. Rendering Provider - also pre-populated based from the calendar resource from which the appointment originated. You have the option to change this before creating the appointment.
5. Location- choose here from which clinic you will be performing the treatment.
6. Authorization - this will display the list of authorizations associated with that patient. Click here to learn how to setup authorizations.
7. Payer - this will be the list of available insurance providers for the patient selected. The payer will be pre-populated if an authorization is selected.
8. Episode - this will be the list of available episodes associated on the patient selected. See how to set up episodes.
9. Referral Source - this will be pre-populated based on the default referral source of the patient. You still have the option to change it if you will.
10. Comments - you can put any note in here that you want see for that appointment.
11. Recurring appointment - you can use this to create repeating appointments. You can choose from Daily, Weekly, Monthly and Yearly.
General Appointment
This is mainly used for internal clinic appointments such as Meetings, Training or Breaks.
Once an appointment for a patient is created, you can then proceed to Checked-in, do Documentation by going to the Patient's Dashboard, Checked-out, tag it as Rescheduled, Cancelled or No Show.
How to complete documentation in In Touch EMR
Please see this article for the Documentation Section.
How to submit Claims in In Touch EMR
After Finalizing your Document or clicking on Submit Claim, the claims will automatically transmit to In Touch Biller Pro.
Inside In Touch EMR, click the green dollar sign under completed documents to reflect the details of the claim submitted.
1. The date and time the claim was submitted.
2. The name of the provider who submitted the claim.
3. Date of the appointment.
4. The name of the provider who treated the patient.
5. Document type, i.e. Initial Evaluation, Daily Note, Progress Note, Re-Evaluation or Discharge Note.
6. Date of service when the treatment was performed.
7. Place of service where the treatment was performed.
8. List of diagnosis code.
9. List of CPT codes performed during the treatment.
10. Modifiers for the CPT codes.
11. Number of units for each CPT codes.
Inside In Touch Biller Pro, the claim will automatically reflect like this.