Billing

Welcome to the Billing and Research Materials Page for Portfolio Epic! This page includes TipSheets, Guides, Videos and other training materials for Hospital Billing, Professional Billing and Research roles.

 

 

 

Videos

Guides

 

TipSheets

  • Use the keystroke combination "Ctrl + F" to search for tip sheets by title, role or topic.
  • If you do not see your specific role/topic listed here and there is a topic you would like to know more about, please contact your unit Super User or Credentialed Trainer.
Hospital Billing
Account Activities Button Unavailable with an Open Account Activity - Nova Note 747167 - Billers, Coders, Billing Analysts - UMMS (April 2021)
Account Contact: Sunsetted - CBO Staff - UMMS (November 2022) New
Account WQ's Get a Fresh New Look and Improved Filters - Billers, Coders and Analysts - UMMS (February 2021)
Acting on Transactions from the HB Transaction Report is Easier - Charge Reports and Corrections - UMMS (August 2021)
Adjustment Posting Has an Updated Layout - Hospital Billing - UMMS (May 2022)
All-in-One Billing Menus - CBO Staff - UMMS (November 2022) New
A Sleeker Claim Info Activity - Billers and Registrars - UMMS (April 2021)
Auto-Replace System-Generated Estimates - Financial Counselors and Registration Users - UMMS (October 2021)
Batch Info Has a New Look - Hospital Billing - UMMS (May 2022)
Better Manage Your Insurance Filing Deadlines Across Professional and Hospital Billing - Follow Up Staff - UMMS (November 2022) New 
Bundled Episodes Manager is Easier to use with more Filters and Redesigned Buttons - End Users - UMMS (May 2022)
Changes to Surgical Case Estimates  - Estimates - UMMS (April 2021)
Charge Entry and Review Refresh 
Charge Router Workqueue Aging Report Refresh - Billers, Coders, and Billing Analysts - UMMS (August 2022) 
Charge Router Workqueue Productivity Report Refresh - Billers, Coders, and Billing Analysts - UMMS (August 2022)
Claim Errors Now Appear in Detail Section of Claim Edit Workqueues - Billers - UMMS (April 2022)
Combined Charge Router Reconciliation Reports - Billers - UMMS (July 2022)
Complete Research Checklist Tasks Using the Checkbox only when they’re Closed - End Users - UMMS (May 2022)
Comprehensive Information About Reconciliations Runs - Billers - UMMS (April 2021)
Convert Billing Reports to Reporting Workbench Reports - Billing - UMMS (February 2022) 
Correspondence Entry Revamp - End Users - UMMS (May 2022)
Crossover Claims More Closely Match Primary - Billers - UMMS (November 2022) New
Denial Class Mapping Updates - Billers, Coders, and Billing Analysts - UMMS (August 2022)
Estimate Templates Automatically Convert HB Procedure to Historical Case When No Contract is Found - Billers - UMMS (January 2022) 
Faxing from Epic - Ambulatory and Inpatient - UMMS (April 2022) 
Federal Poverty Level Information Required to Approve Financial Assistance Discounting - Billers, Coders, and Billing Analysts - UMM(August 2022)
Filter Payments and Adjustments in Transaction Activity - Billers, Coders and Billing Analysts - UMMS (October 2021)
Find Guarantor Accounts Based on Recent Billing Notification Email Addresses and Phone Numbers - End Users - UMMS (January 2022) 
Get Your Fill of the New Liability Buckets Activity - End Users - UMMS (May 2022)
Guarantor Balance Cards Shows Both HB and PB Balance - Bllers, Coders and Billing Analysts - UM UCH (May 2022)
Guarantor Lookup Visual Update - Billers, Coders, Billing Analysts - UMMS (February 2022)
Guarantor Summary New Look - Billers, Coders and Billing Analysts - UMMS (February 2022)
HB Procedures Combine into HB Cases - End Users - UMMS (November 2022) New
HB System Action Reports Move to Reporting Workbench - Billers, Coders, and Billing Analysts - UMMS (November 2022) New
Hide Check Details when Printing the Payment Posting Batch Summary Report - Payment Posting Managers - UMMS (October 2021)
Hospital Account Searches Are Looking Up with Multi-Selectable Accounts and Copy/Paste - Nova Note 751680 - Billers, Coders and Billing Analysts - UMMS (April 2021)
Improved Detail Pane in Adjustment Refund Review Workqueue - Billers, Coders, and Billing Analysts - UMMS (August 2022) 
Improved Distribution Filters in Payment Collection - Nova Note 751454 - Billers, Coders and Billing Analysts - UMMS (April 2021)
Insurance Payment Posting will Auto Re-open Closed Hospital Accounts - Billers, Coders, and Billing Analysts - UMMS (August 2022) 
Launch Status Summary from the Storyboard - Billing Staff - UMMS (November 2021)
Manage Transactions From Daily Charges -Billers and Billing Analysts - UMMS  (May 2022)
Manually Add Certain Health Maintenance Topics to an Existing Care Gap - Clinical Users - UMMS (November 2022) New

More Efficient Display in the Claim Edit Sidebar - Billers - UMMS (July 2022)

More Effective Financial Assistance Trackers - Nova Note 754456 - Billers, Coders, Billing Analysts - UMMS (April 2021)
More Flexible Self-Pay Discounts in Estimates - Financial Counselors and Registration Users - UMMS (October 2021)
More Intuitive Field to Enter Post Adjustment Comments (August 2022) 
Navigate the Updated Hospital Billing Claim Edit Workqueues -  Claim Users - UMMS  (January 2021)
Navigate Through Research Study Maintenance - Research Team - UMMS (August 2021) 
New Guarantor Filters in Transfer Transaction Window - Billers, Coders and Billing Analysts - UMMS (December 2021)

New Look for Medical Necessity Warnings - CBO - UMMS (August 2022)

New Look and Workflows for Correspondence (August 2022)

New Pay as Guest Metrics - MyChart Payments - UMMS (October 2021)
New Report Criteria for COVID-19 Related Denials -  Reporting - UMMS (April 2021)

New Research Icon has an Edge (August 2022)

Non-Refund Adjustments Now Sent Line by Line - Billers, Coders and Billing Analysts - UMMS (February 2021)
Nova Note 733801 - Quickly Review and Act on Transaction in Transaction Inquiry - End Users - UMMS (February 2021)
Nova Note 735211 - Investigate UCL Data with Revamped Report Activity & More Focused Information in Workqueues - End Users - UMMS (February 2021)
Nova Note 767693 - New Workbooks for Aged Trial Balance Reports - End Users - UMMS (August 2021) 
Phoenix Transplant Billing Documentation - Transplant Billers - UMMS (October 2021) 
Pre-Billed Charges are Sorted to Appropriate Phase in Bundled Episodes - Billers, Coders and Billing Analysts - UMMS (October 2021)
Previously Approved FA Tracker Can Now be Detected - Billers, Coders, Billing Analysts - UMMS (February 2022) 
Price History Comes into Focus on Estimates - Financial Counselors and Registration Users - UMMS (August 2021) 
Possible Security Review Required Due to Workqueue Monitoring Fix - UMMS - Reporting (April 2021)

Printout Type Now Selectable When Choosing a Local Printer for Demand Claims -  Billers - UMMS (July 2022

Professional Inquiry Activity Available in Hospital Account Maintenance - Hospital Billing Account Maintenance Users - UMMS (January 2022)
Quickly Balance EOB Lines in the Claim Edit Assistant - Billers - UMMS (April 2021)
Recurring Series Billing Account Actions Renamed -  Billers, Coders - UMMS (July 2021)

Red Color Removed from Buckets for Claim Reconciliation Rejections - Billers - UMMS (July 2022

Related Hospital Charges are Now Automatically Added to Individual Procedure Estimates - Estimates - UMMS (April 2021) 
Restrict Who Can See a Patient's Research Study Participant ID - Research  - UMMS (April 2021)
Revenue and Usage Reports is Now in Reporting Workbench - Reporting - UMMS (February 2021)

Review a Snapshot of a Research Patient's Recent Events (August 2022)

Rx Assist Prescription Saving Program(October 2022) 

Save Time with Financial Assistance Case Edit Updates - Billers, Coders - UMMS (June 2021)
Search the Chart for Patient Messages - Billers - UMMS (November 2022) New
See the Patient Payment Associated with Refund - Billers - UMMS (May 2022)
Self-Pay Discount Action Renamed - Billers, Coders - UMMS - (June 2021)
Send Adverse Event Review InBasket Messages to Users Who are Not on the Research Study - Research - UMMS (April 2021) 
Several Metrics and Report Columns are More Accurate with Exclusion of Deferred Revenue and Notification Billing - Reporting - UMMS (April 2021) 
Smarter Selection for More Accurate Estimates - Financial Counselors and Registration Users - UMMS (October 2021)
SmartSets and OrderSets for Research Studies - Research - UMMS (April 2021) 
Square Away Hospital Billing Errors with the Reimagined Claim Edit Assistant - Billers - UMMS (April 2021)
Supercharged Send to Menu for Back-End Refunds - Billers, Coders and Billing Analysts - UMMS (February 2021)
Target Discounting Tracker Approval by Location, Account Class, or Guarantor - Billers, Coders, and Billing Analysts - UMMS (November 2022) New
Telehealth Estimates Now Excluded from Estimate Auto-Creation Metrics - Billers, Coders, and Billing Analysts - UMMS (August 2022) 
Track Appeals and Denials More Efficiently - Billers, Coders and Billing Analysts - UMMS (May 2022)
Track Medication Assistance Programs in Financial Assistance - Nova Note 746172 - Billers, Coders and Billing Analysts - UMMS (April 2021)
Track Payment Posting Staff's Productivity with EB Payment Posting Scorecards - CBO Cash Posting Users - UMMS (August 2021) 
Transfer to Multiple Accounts in Transfer Transaction- Nova Note 746839 - Billers, Coders and Billing Analysts - UMMS (April 2021)
Update Benefit Period Start Date to Create More Accurate Estimates - Financial Counselors and Registration Users - UMMS (August 2021) 
Updated Logic for Denial Received Dates - CBO Denials Team - UMMS (August 2021) 
Updated Routed Charges Reports - Billers, Coders, and Billing Analysts - UMMS (August 2022) 
Updates to Account, Bucket, and Guarantor Lookups - Billers, Coders and Billing Analysts - UMMS (May 2022)
User Productivity Report Updated to EB User Productivity Report - Billing - UMMS (February 2022)
User Settings for Research Tasks are Reset to Defaults after Upgrade - End Users - UMMS (May 2022)
View Claim Rebill Reason on the Hospital Bucket - Billers - UMMS (January 2022) 
View Payment Data More Efficiently with New Self-Pay Dashboards - Billing - UMMS (February 2022)
Visual Updates to Rule Logic Editor - Billers and Billing Analysts - UMMS (February 2022)
Zero Dollar Checks Now Processed Automatically - Payment Posters (January 2021)
Professional Billing

Adjustment Posting - PB CBOs - UM CMG, UM UCH, UM CAPMC, BWDME, UMCPG, MPCP (May 2022)

Adjustment Posting for Refunds - PB CBOs - UM CMG, UM UCH, UM CAPMC, BWDME, UM CPG, MPCP (May 2022)
Anesthesia Batch Detail - PB CBOs - UM CMG, UM UCH, UM CAPMC, BWDME, UM CPG, MPCP (May 2022) 
Automation Metrics Now Appear in More Dashboards (Nova Note 749149) - Professional Central Billing Office Follow-Up Users - UM CMG, UM CPG, UM SJMG (2021.04.27)
Balance EOB Lines in Claims Assistant - Follow-Up Users - UM CMG and MPCP (May 2021)
Better Manage Your Insurance Filing Deadlines Across Professional and Hospital Billing - Follow Up Staff - UMMS (November 2022) New
Cash Management Activity: See All Cash Records - Billers - UM CMG (April 2021)
Combined Adjustment & Default Posting Batch Reports - Professional Billing Staff - UMMS (August 2021) 
Denial Query BDC Report - PB CBOs - UM CMG, UM UCH, UM CAP MC, BWDME, UM CPG, MPCP (May 2022)
Deposit Tool - PB CBOs - UM CMG, UM UCH, UM CAPMC, BWDME, UMCPG, MPCP (May 2022) 
Easily Review Matched Transactions with the Matching History Table in Tx Inquiry
Efficiently Filter TX Inquiry with Suggestions - Follow up Staff, Coders, Managers, Front End Staff - UMMS (November 2022) New
Export Functionality Added to Hospital Account, Guarntor and Liability Bucket Lookups - Billers, Coders, and Billing Analysts - UMMS (November 2022) New
Find Guarantor Accounts Based on Recent Billing Notification Email Addresses and Phone Numbers -  MPCP, UMCMG (February 2022) 
Generic Transaction Search Report - UMMS
Get a Better Look at Coverage Changes: Edit Visit Coverages - PB Billers - UM CMG and MPCP (August 2021) 
Guarantor Lookup Has a New Look - MPCP - AR Staff, Follow-up Users and Practice Administrators, CBO Staff, Front Desk Staff (February 2022)
Guarantor Notes Attached to Visits and Invoices Move to the Tx Inquiry Sidebar - MPCP, UMCMG CB - (February 2022)
Guarantor Summary Glow-Up! - AT, Follow Up, Charge Entry, Coding Staff, Practice Administrators - MPCP, UMCMG (February 2022)
Hide EOB Editor & Add Sequence Code "U" for Claims with Unknown Filing Order - Billers - UM CMG, UM UCH, UM CAP MC, BWDME, UM COPG, MPCP (January 2022)
Improved Distribution Filters in Payment Collections - Payment Posters and Front Desk Staff - UMC CMG (April 2021)
Log-On to Dual Roles - UMMS
New Dashboard for Revenue Management Content - Professional Billing Supervisors - UMMS (August 2021) 
New Look for Claim Edit Workqueues - PB Billers - UM CMG and MPCP (January 2021)
Payment Posting Gets a Makeover - PB CBOs - UMCMG, UMUCH, UMCAP, BWDME, UMCPG, MPCP - (August 2022) 
Professional Billing Dashboards - UMMS
Professional Billing Reports - UMMS
Refund Activity - PB Billers - UM CMG and MPCP (February 2021)
Review Posted Payments by Service Area in PB Payment Posting Batch Reports - PB Billers - UM CMG and MPCP (February 2021)
Streamlined Process for Demanding PB Claims - PB Billers - UM CMG and MPCP (August 2021)

Track Appeals for Invoices More Easily and Effectively - Billers - UM CMG, UM UCH, UM CAP MC, BWDME, MPCP, CPG (April 2022)

Transaction Total Reports - PB CBOs - UM CMG, UM UCH, UM CAP MC, BWDME, MPCP, UM CPG (May 2022)

Updated Look for Cash Drawers - PB Billers - UM CMG and MPCP(February 2021)
Updated Look for the Cash Drawer Closing Report (Nova Note 753084) - Front End Office Users - UM CMG, UM CPG, UM SJMG (April 2021)
User Activity Summary Report/User Activity Time Log Report - UMMS
User Productivity Report Updated to EB User Productivity - Billing - UMMS (February 2022)
Workqueue History Report Gets a New Look (Nova Note 749204) - Central Billing Office Follow-Up Users - UM CMG, UM CPG, UM SJMG (April 2021)
Workqueue Needing Attention Dashboard Components Now Link to Workqueues Monitoring Dashboards (Nova Note 749039) -  UM CMG, UM CPG, UM SJMG (April 2021)
Research
Attribute Adverse Events to Certain Procedures or Supplies - Research Team - UMMS (October 2021)
Customized What You See in the Research Studies Activity Summary View and Navigator Section - Research Coordinators - UMMS (January 2022) 
Easily Find Study Association Dates in the Research Studies List View and Visit Navigator - Research Team - UMMS (October 2021)
Research Billing Review Gets a Makeover - Research Coordinators - UMMS (January 2022)
Research Studies Branches Out: Easily Find the Patient's Study Branch - Research Team (October 2021) 
Send Research Consents to MyChart (785983) - Research Coordinators - UMMS (January 2022) 
Streamlined Research Studies Snapshot Print Group - Research - UMMS (January 2022) 

This content is for Internal Use only.