Configuring bills to populate information from previous bills

To save time, you can choose to have bills automatically pull in or clear fee codes and diagnosis codes from patients’ previous bills. You can also choose to have bills pull in fee codes, submission codes, notes, and facility numbers from the previous bill you created, even if the bill was for a different patient. You configure these setting in the billing Screen Behaviour window.

Note: These settings apply only to you. Other users are not affected by your selections. You can select and clear options as often as needed to accommodate the type of billing you are performing.

Steps

From the Wolf EMR home page, click Billing

From the Billing menu, click Options > Screen Behavior.

To set what values are to pull in from a patient’s previous bill(s), select or clear the following options:

Field	Description
Find Previous Bill	When you select a patient to bill, the EMR populates the fee code(s) and other billing information from the patient’s previous bill. The ICD9 code(s) from the patient’s previous bill do not populate unless you select Find Previous ICD9s as well. See below.
Find Previous ICD9s	When you select a patient to bill, the ICD9 codes used for the patient's previous bills appear in the Diag Codes list. The EMR populates the Diag Codes field(s) with the diagnostic code(s) from the patient’s previous bill. You can select this option only when Find Previous Bill is selected. If you do not want to use the diagnostic code(s) from the patient’s previous bill, ensure that you clear this check box.
Clear Fee Code	If selected, when you select a patient to bill, the Fee Code field is cleared. If you instead want the Fee Code field to automatically populate the fee code you entered for the previous bill (even if the bill was for another patient), clear this check box.
Clear Submission Code, Notes	If selected, the submission code and notes are reset for each bill. If you enter a note for a bill, it does not carry over to the next bill. This option is selected by default. Tip: Clear this option if you are in the process of rebilling rejected bills, and must enter the same note and submission code for a number of rejected bills. When you submit a claim to MSP, the submission code identifies the type of bill. For example, the submission code can identify that a bill is a normal submission, re-submission, duplicate claim, or debit request.
Reset Facility Number	The facility and facility type are reset when a new bill is created. Tip: If you are creating a number of bills for an alternative facility that is not the provider’s default Facility, clear this check box. This way, the facility from the previous bill you created is populated.