As you read the
inscoar report, and use it to call insurance companies, you can turn on the “Interactive Screen” feature to perform a wide range of functions. You can research account history, correct and resubmit problem claims, and add notes to the patient or account.
How Do I Use “Interactive” inscoar?
To access the advanced, interactive features of
inscoar, check off the “Interactive Screen” option on the configuration screen:
As with other output settings, you can modify the other options on the screen, such as the “All Insurances?” option, to limit what portion of your A/R you will view interactively.
When you run the report, you will notice a significant change:
Every item on the report, whether an insurance company, an account, a patient, or a charge, has a selection box at the left hand side of the screen. Function keys at the bottom of the screen let you show or hide additional information, work with an item, or move around the report by searching.
F1 – Show More Info
F1 – Show More Info
When you select an item and press F1 – Show MoreInfo, the report expands to include additional information about that item. If you have selected an insurance company, you will see that company’s address, insurance table number, and copay information. If you select an account and press F1, you will see all of the account’s contact information and active insurance plans.
Finally, when you select a procedure and press F1 – Show MoreInfo, you will see complete information about the charge:
If you then select “View Charge History” and press F1, you will see billing history messages about the charge:
Press F2 – Hide MoreInfo whenever you wish to collapse or hide the extra details.
Using just the “Show More Info” option in interactive
inscoar, you can already see an advantage over printing the report when trying to untangle a difficult billing problem.
F4 – Work With Entry
F4 – Work With Entry
What if you call the insurance company about a claim listed on the report, and they want to know more details about the patient? What if they explain the problem, and you then need to correct a diagnoses code and resubmit the claim? You can do all of this from within interactive
inscoar by using the “Work With Entry” function. You can also use this tool to reach any information stored in Partner about any patient or account listed on the report.
To start, select any item on the screen that you wish to work with. Then press F4 – Work With Entry.
Work With What Kind of Entry?
Insurance Plans: Select an insurance plan and press F4 to view the plan’s entry in the insurance table in
ted, the Table Editor. From there you can review plan information, claim batch, plan notes, and other data.
Account Name: Select an account name and press F4 to run the Family Editor (
fame). From there you can view collection and account history reports, add notes about your interaction with the insurance company, review insurance information, and perform many other functions.
Patient Name: Select a patient name and press F4 to view an interactive “Patient Information” screen:
From this screen, you can do the following:
Select any item listed and press F1 – Show MoreInfo to view further details.
Press F3 – Edit Patient to run
Press F5 – Imms Record to jump straight to the patient’s immunizations.
Press F6 – Schedule Patient to run
sam, from which you can schedule a new appointment or review past and upcoming appointments in
Press F7 – Patient Forms to generate form letters for the patient.
Procedures: Select a charge or procedure and press F4 to view an interactive “Visit Information” screen:
Select any item listed and press F1 – Show MoreInfo to view further details. This is especially useful when viewing existing billing messages in the “Billed/Payment History” section shown above.
Press F3 – Refund to run
refund. You can use
refundto post refunds or any accounting adjustment that takes money away from an account or increases its balance.
Press F4 – Pam to run
pam, the Payment Posting program. Use
pamto post personal payments or any accounting adjustment that reduces its balance.
Press F6 – Correct Mistakes to run
oops, the Correct Mistakes program. Use
oopsto modify charge information, such as diagnoses and claim information, as well as for printing or batching a new claim.
Press F7 – Post Charges to run
checkout, the Charge Posting program. Use
checkoutto post additional charges or repost a charge that you deleted in
Press F8 – Family Editor to run
fame, the Family Editor. Use
fameto review account history, insurance policies, or other account information.
Note: When you are finished working with an entry, press F12 to go back one screen. You can repeatedly press F12 and move back through each screen, all the way to the original
inscoar configuration screen.
F5-F8 — Search the Report
Depending on the criteria you used, your Interactive
inscoar report may be very long. Use the four search function keys (F5 through F8) to navigate the report and jump directly to the account or insurance with which you wish to work.
In the example below, a user wanted to review information for the account of David Inzana.
Searching Through Interactive
F5 – New Pattern
When you are ready to begin a search, press F5.
Enter the Search Pattern
Type in the desired account, insurance name, or other criteria. Press F1 – Process to continue.
Work With Results
There will be a brief pause as
inscoar finds the information you entered.
You will then see the first matching name or item matching your search criteria:
You may use all of the usual Interactive
inscoar tools to work with this account, patient, or charge.
F6 – Next Match
If there are several matching entries, you can use F6 and F7 – Previous Match to rotate through all instances of your search.
F8 – Bop to Top
If you get to the end of the report and wish to jump to the top and repeat the search, press F8.