INSURANCE AND CLAIMS

A patient told me about a change in their insurance information, after I generated the claim, how do I change the claim?
Once you update the patients’ insurance information then you can address the claim. To edit the claim go to the patient Claims screen, highlight the claim and click Edit Info. In the upper left corner click on Subscriber, a box will display on the right showing the subscriber with the updated insurance, select the subscriber and hit Enter to update the claim. If you want to submit the claim electronically mark the claim EOD, if you want to print the claim, close the window and print from the next screen.

How do I change a patient’s insurance?
From the Patient Information screen click the Insurance Info icon or through the options drop down list. In the Insurance Plan section you may enter the Insurance Code or click on find, type in the name of the new insurance company and make your selection by finding the correct mailing address. Click OK to save your changes.

I need to enter a Narrative to attach to a claim/pre-authorization?
After you enter the services (but before you process the claim), click Narrative. You can type up to 100 characters that will appear in the body of the claim, whether it is printed or submitted electronically.

How do I reprint a claim?
Go to the patients Claims screen. Highlight the claim click Print Prim. or Print Sec.

I try to print a claim and get a message ‘No Line Items to Print’
SuzyMEDICAL is viewing these services as already having been printed and that a claim has been generated. To print this claim, from the options drop down list go to Claims select the claim and click Print Prim.

How do I resubmit a claim electronically?
Go to the patients Claims screen, highlight the claim and click Edit Info. In the upper right corner under EOD check the box marked either primary of secondary.

How do I know what claims are still outstanding?
Run the Outstanding Claims Report to see all Claims and Pre-Authorizations that have been generated but not been paid and/or returned. Go to End of Month, Insurance Claims Analysis, Outstanding Claims Report (detail). Make your selections from the screen.

SCHEDULE

How do I fill a last minute opening in the schedule?

When making appointments for patients include those that are available to come in on short notice (or those that would like a sooner appointment) by placing them on the Short Call List. To do this click on ‘Short Call’ from their appointment card and mark the days of the week that are most convenient for them. When you are looking for patients to fill an opening on short notice, click on the Short Call button of the Scheduler. You may also filter the list by selecting a particular day of the week and clicking on the Filter pull-down box.

Is there an easy way to get to a patient’s appointment in the Scheduler?
If at the Patient Information screen select this as the current patient. Click options then Find Appointment, select the appointment from the drop down list and click Go To. This will bring you to the appointment where you can now Confirm, Cancel or Reschedule the appointment.

There is a lab case associated with a patient’s appointment; can I show it on the schedule?
When booking the patients appointment, in their appointment card there is field called Lab Work, when you check it there will be a marking on the schedule next to the patient’s name.

How do I see all appointments scheduled for a patient?
From the Patient Information screen click on the Options drop down list and select Find Appointments. The first appointment that is displayed is the patients' next appointment. To view any future, or any past, appointments click on the Pull Down arrow.

GENERAL

We have an associate(s) in the office, is there a report to see how much they produced?
Go to Reports, Accounts Receivable Reports, Productions and Collection Recap Report. Choose the Date Range and the Provider that you want to see.

What is a SuperCode and how do I enter one?
A SuperCode is a shortcut that allows you to group a series of procedure codes into a single code. To create a SuperCode go to Procedure Master File and click Add; Create the SuperCode click add and precede the description with a tilde (~).

How do I mark an account that has been sent to collection?
If you enter the number 98 in the span field on the Patient Information screen, it will give you a display that the account is on Collection.

How do change a patient’s name?
From the Patient Information screen click on the patient drop down list and select Name Change.

How do I change a patient’s account #?
From the System drop down list; go to Patient Account Changes, Account Number Changes. From here you can choose to change the account number for an entire family or an individual patient. All transactions associated with any patient will follow that patient.

How do I add a patient to an existing family?
From the Patient Information screen click on the patient drop down list and select Add Patient To Account.

I missed a mistake on the Daily Activity Report; can I fix the error after it has been Posted?
Posted Information can be easily changed, however it is password protected. For additional information contact SuzyMEDICAL support.

A patient came in today for a recall appointment, but their record did not update.
The system will not update the patient’s record (date of last recall on patient information screen) until after you run your end-of-day procedures and Post Daily Transactions.

I get an error when I print “Error writing to printer (LPT1).
Check to see if the printer is turned on. If yes, does it have paper? If yes, check to see if the printer is ‘offline’. To do so click Start, go to Settings, go to Printer. Right click on the printer, go to Properties. If there is a check mark next to “Use Printer Offline”, left click on it to reset the printer. Close window and try to print once again.

When I try to access SuzyMEDICAL from a Network computer I get an error ‘Library File is Missing/Invalid’.
This error means that you are losing your network connection. Close all open programs and restart your computer.

When I try to access SuzyMEDICAL from a Network computer I get an error ‘Insufficient Memory’.
This error means that network resources have become too low. Close all open programs and restart your computer.

I try to go into SuzyMEDICAL and I immediately get kicked out of the program.
This results from files, within the program, being out of order. Open SuzyTOOLS make sure that both Check Data Files and Recreate Indexes are checked, and then click Run. This utility will restructure the program and allow you to get into SuzyMEDICAL.

What is SuzyTOOLS?
A utility that will restructure the program data and indexes. It should only be run if your computer was improperly shut down and when you are attempting to access SuzyMEDICAL the program closes immediately. If necessary, open SuzyTOOLS make sure that both Check Data Files and Recreate Indexes are checked, and then click Run.