Interactive Inscoar

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

When you select an item and press F1Show 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 F1Show 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 F2Hide 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

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 F4Work 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 F1Show MoreInfo to view further details.

    • Press F3Edit Patient to run notjane.

    • Press F5Imms Record to jump straight to the patient’s immunizations.

    • Press F6Schedule Patient to run sam, from which you can schedule a new appointment or review past and upcoming appointments in inquire.

    • Press F7Patient 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 F1Show MoreInfo to view further details. This is especially useful when viewing existing billing messages in the “Billed/Payment History” section shown above.

    • Press F3Refund to run refund. You can use refund to post refunds or any accounting adjustment that takes money away from an account or increases its balance.

    • Press F4Pam to run pam, the Payment Posting program. Use pam to post personal payments or any accounting adjustment that reduces its balance.

    • Press F6Correct Mistakes to run oops, the Correct Mistakes program. Use oops to modify charge information, such as diagnoses and claim information, as well as for printing or batching a new claim.

    • Press F7Post Charges to run checkout, the Charge Posting program. Use checkout to post additional charges or repost a charge that you deleted in oops.

    • Press F8Family Editor to run fame, the Family Editor. Use fame to 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 inscoar


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 F1Process 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.

Optional: Press

F6 – Next Match

If there are several matching entries, you can use F6 and F7Previous Match to rotate through all instances of your search.

Optional: Press

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.

  • Last modified: June 23, 2016