View Completed Procedures

Let's explore the patient-specific and account-level Completed Procedures pages in CareStack where all completed treatment procedures will be listed.

Check out this video for a quick walkthrough.

To view the completed procedures of a single patient:

Select the intended patient using the Global Search Bar > click Billing > Completed Procedures.

To view the completed procedures of all patients:

Let's explore the information we can find on these pages. You can filter the completed procedures by any of the items listed below.

DOS: Date of Service for the completed procedure.
Patient: The patient who has undergone the procedure.
Procedure Code: The procedure code for the treatment.
Treatment Provider: The treatment provider who performed the completed procedure.
Treatment Location: The practice location where the completed procedure took place.
Billed Amount: The total amount billed for the completed procedure.
Total Paid: The amount paid against the billed amount.
Billing Status: The status of billing such as Paid, Balance Due, etc.
Claim Billing Status: The status of claim billing. If the status is 'Do Not Bill to Insurance', then the insurance bill does not apply.
Claim Details: Details of a claim if an insurance claim is present for the completed procedure. It also shows the status of the claim such as Closed or Submitted, etc.

Reverse Payments: Select the required complete procedure(s) > click Reverse Payments to reverse all payments made for the completed procedure.
Generate Batch Claims: Click this option to generate batch claims for completed procedures. To know more about batch claims, click here.

Create Claim: This option is only available for the patient-specific completed procedures page. Select the intended completed procedure > click Create Claim.

Practices can use this simple guide to learn how to utilize the Completed Procedures page at the patient level and account level.