Setting default values for bills

You can set what values default in fields of bills you create. You can also choose if certain values are to be pulled in from the previous bill you created. Fields you can set default values for include:

Facility

Fee Code

Referral details

Submission code and Notes

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.

Select or clear the following options.

Field	Description
Referral Consultants	To specify referral defaults for bills, select one of the following options: Auto Set Consultant as Billing Default: When you create a bill, in the Service Detail window, in the Referral Data area, Consultant is selected as the billing default. Always use Prev Bill’s ‘Referred By’ Consultant: When you create a bill, in the Service Detail window, in the Referral Data area, either Referred By or Referred To is automatically selected based on the selection made in the previous bill.
Clear Fee Code	When you select a patient to bill, the Fee Code field is cleared by default.
Clear Submission Code, Notes	The submission code and notes are reset for each bill. This way, 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 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