Working with the BillingBuilder Copy Tool
The BillingBuilder Copy Tool feature is used to copy new Procedures and/or Billing Rates from one payer's billing type to another payer's billing type within the BillingBuilder module.
Required Permissions
Permissions required to use the BillingBuilder Copy Tool feature are as follows:
- BillingBuilder Copy Tool
Note: Permissions are assigned using the Permissions Maintenance feature. If you do not have access to that feature and need the permission listed here, please contact your supervisor or your local Help Desk for assistance.
Click-by-Click Instructions
To copy new procedures and/or billing rates from one payers billing type to another, complete the following steps from the AWARDS Home screen:
In the Administration menu, select Fiscal > BillingBuilder Copy Tool.
- Select your Source configuration, where you want to copy from:
- Division (required): If your AWARDS database is divisional, select a division to copy from.
- Note: This dropdown is ONLY displayed in divisional databases.
- Payer (required): Select the Payer to copy from.
- Billing Type (required): Select the payer's Billing Type to copy from.
- Procedures (required): Select the Procedures to be copied.
- Note: By default all procedures for the selected payer's billing type are selected. Deselect any procedures that do not need to be copied.
- Copy Billing Rates Too? (optional): Click to include billing rates when copying.
- Note: By default, billing rates will copied to the same program(s) they are entered for, just for the new payer.
- Billing Rates Program (optional): Select a program to copy billing rates from.
- Note: If a program isn't selected, the default behavior noted above is used.
Note: If a program is selected, a program or programs must be selected from the Billing Rates Program(s) dropdown under the Target configuration section.
- Division (required): If your AWARDS database is divisional, select a division to copy from.
- Select your Target configuration, where you want to copy to:
- Division (required): If your AWARDS database is divisional, select a division to copy to.
- Note: This dropdown is ONLY displayed in divisional databases.
- Payer (required): Select the Payer to copy to.
- Billing Type (required): Indicate the payer's Billing Type to copy to.
- Note: By default, the name of the source payer's billing type will be populated, but this can be edited.
- Note: If the billing type entered doesn't exist a new billing type will be created for the payer and the selected procedures will be copied to the new billing type. If an existing billing type is entered a new billing type will not be created and the selected procedures will be copied to the existing billing type.
- Existing Billing Types: This is a list if the current billing types for the selected payer.
- Billing Rates Program(s) (required if Billing Rates Program setting is used): Select a program or prpgrams to copy billing rates to.
- Division (required): If your AWARDS database is divisional, select a division to copy to.
- Click the Copy Billing Configuration button.
- Once the copy is complete, the Existing Billing Types section is replaced with a Procedures section that lists the procedures that were copied successfully in green text. Procedures that already exist for the target payer/billing type will be listed in black text and were not copied again.
The process of coping Procedures and/or Billing Rates from one payer to another payer is complete!
Copy Logic Explained Further
- A new billing type is only created for the target payer if the billing type doesn't already exist. The data entered in the Billing Type field must match the target payer's billing type exactly to not create a new billing type, case sensitively ignored.
- Procedures will not be copied to the target payer's billing type if they already exist. The Procedure Name and Rate/Procedure Code data is used to know if the procedure already exists, case sensitively ignored.
- Billing Rates will not be copied if they already exist for the target Payer and Program(s). The Procedure and Effective Month/Year are used to know if the billing rate already exists.
- This copy tool is used to create new billing types, procedures and billing rates, not to update existing billing types, procedures and billing rates.