AccuCare Billing Transfer Guide

AccuCare Billing Transfer

Using the Billing Transfer module in AccuCare Billing will allow users to post billing charges based on a Progress Note that was entered or an Appointment that was checked in through the Scheduler.
Many users will use this area instead of posting charges in the Service Processing screen.

Before using the Billing Transfer there is some initial setup to make sure that has been completed so that all of your information will show up as expected in the Billing Transfer.

If you are not able to see the information that is expected to be displayed in the Billing Transfer, you will want to check these initial Billing Transfer rules to make sure that everything is set up correctly.

Billing Transfer Setup Rules:

Rule 1 – Billing > Setup >Services

Rule 2 – Billing > Clinical > Session Types

Rule 3 – Billing > Provider Information

Rule 4 – Client Intake > Billing Tab

For instructions please see the PDF link below