Jane pulls in your Teleplan Remittances every morning and will automatically send your rejected Teleplan invoices to the “Rejected” area of your Billing tab for you to review.
You can use the filters to reduce the list to just the invoices you would like to work with. Filter by insurer, by date range, but staff member. Or you can click on the blue funnel icon after a patient’s name to reduce the list to just that one patient’s invoices.
Working with Invoices
To simply resubmit without making any changes, use the drop down menu at the end of the invoice line to “Mark as Unsubmitted”. From there you can work through the claim submission workflow to send the invoice back in for payment.
Removing the Insurer
To remove the insurer and return the invoice to a private charge, use the drop down menu at the end of the invoice line to “Edit Purchase”. Scroll down to the “Insurance” section and use the “x” button beside the insured peice you’d like to remove. Once you’ve removed the insurer, Jane will regenerate the invoices accordingly and you won’t see this invoice in the rejected area anymore, but you will still find it in the patient’s profile under their Billing tab.
Jane will take any user fee paid by the patient and apply it to the private charge, leaving any difference as an outstanding amount owed for that invoice.
Changing Billing/Diagnostic Codes
Use the drop down menu to “Edit Purchase”. Scroll down to the “Insurance” section and swap out the codes you need to change. Once updated use the drop down menu again to “Mark as Unsubmitted”. The invoice will be moved back to the Unsubmitted area where it can be validated and Queued and then sent back in to Teleplan for payment.