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Required Changes
Medicare Plus Blue / Medicare Advantage: Required changes were added for reporting the rendering provider's id.
BCBSM SFTP: BCBS of Michigan will require all electronic billing to be transmitted over the internet by 12/31/2007. This new option has been added to Herfert Software.
Zip (field): Can be changed without a password from Herfert Software. The Medicare newsletter indicated that some provider's will need to report their 9 digit zip code when billing.
General Changes
<Ctrl D> (shortcut to set the clinic date): Hold the <Ctrl> key down and press the letter <D> to change the clinic date.
Patient Name: Changed the color of inactive patients from red to yellow so it is easier to read the name. Active patients will still be displayed in green.
Grids: Transaction Date fields have been darkened and Inactive (grid) columns will be shaded on the Transaction screen, Post Insurance and Post Patient payment screens.
Help Line: Changed the color of the help line from peach to purple.
Patient Menu - Registration
Print CMS-1500 (button): This button allows you to print today's services (for the current patient) on a CMS-1500 form.
Patient Menu - Appointments
Date Range (group): You can enter a date range of appointments to be printed or deleted for a specific patient. Click on the [Reset] button to clear the date range. Click on the [Print] button to print only the appointments within the selected date range. Click on the [Delete] button to delete only the appointments within the selected date range. Right click on the [Delete] button to delete all appointments for this patient.
Print (button): When printing a patient's appointments - the Dr's initials will be displayed rather than the Dr number. Also, if the appointment was made for a Dr other than the patient's default Dr, the initials will be displayed in red.
Patient Menu - Post Insurance Payment
Reject / Deduct (button): Changed the name of the button from [Reject / Deduct] to [Post Non-Payments]. Added "Hold/Pend" and "Complete" as options when posting non-payments.
Disburse Write Off: While in the "Ins Woff" (insurance write off) column, press <F5> to disburse the write off into two categories. In Minnesota, the default description for write off 2 will be (ADM/FHDSP) - Administrative Financial Hardship Write-Off.
Patient Menu - Claims
Care Plan: Visits allowed can now be entered for "Date Based" care plans. Care plan charges will still be added based on the care plan date.
Patient Menu - Insurance Headers
Print (button): Moved from the Notes tab page to the main screen. This option will print insurance header information including benefits and notes.
Duplicate (button): Added this option to copy an insurance header from one key code to another.
Payment Source (field): If the insurance company name (or contact) field has FEP in it, the payment source field will default to "J-Federal Employee Program" (Michigan BCBS FEP only).
Patient Menu - Transactions
Billed (field): Added "H" (Hold / Pending) option.
Move Transactions (button): If you do not select a date range of the transactions that you want to move, then the date range will be automatically selected starting with the date of the highlighted transaction through today's date.
Quick Statement (button): Added option to exclude write offs when printing quick statements.
Quick Statement (button): Will now print diagnosis 1 thru 10 (instead of Dx 1-4).
Change Date (button): Corrected: When changing the date of an entire visit, the patient payment will also be changed in transaction history.
Patient Menu - Payments
Delete (button): When payments and/or write offs are deleted from this screen, it will be reflected in the "Posting Totals" boxes of the "Post Patient Payment" and "Post Insurance Payment" screens.
Patient Menu - Exams
Print Visit Notes (button): Added "Print Line for Dr's Signature" option. If you choose "No" then the signature line for the doctor to sign will no be printed on the Visit Notes.
Billing Menu - Insurance Billing
Version (field): Allows you to select the appropriate CMS-1500 version. Version (12/90) has been extended until June 1, 2007. After June 1, 2007 all billings should be printed to the new CMS-1500 version (08/05).
Report Only NPI's (field): HIPAA rules indicate - as of May 23, 2007 - only NPI's are allowed on paper and electronic billings. Provider legacy numbers should no longer be reported. This change will take place automatically within Herfert Software. This field allows you to over-ride the HIPAA rules and when unchecked will still allow you to report legacy numbers after May 23, 2007. This option was added in case some insurance companies are not ready to follow the HIPAA rules by May 23, 2007.
Pre-Billing Worksheet: The electronic billing file name (to be transmitted) will print at the top of the pre billing worksheet.
DocNum? (pre-billing worksheet remark): When billing status inquiries, the Document Number must be entered. Enter the Document Number on the Post Insurance Payment screen by clicking on the [Additional Options] button.
Status Inquiry (paper): Changed program to print the referring physician's license number in box 23 when entered in the claim screen.
Billing Menu - Statements
Diagnosis: Will now print diagnosis 1 thru 10 (instead of Dx 1-4).
Billing Menu - Print Response Files
Auto Posting: If a patient has one insurance (eg: MESSA) but the 835 file indicates it was forwarded to another insurance, it will not be considered as being processed by the "Final" insurance and therefore will not write off the remaining balance.
997 Response File: When you open a 997 response file, a box will pop up indicating whether the billing was accepted or rejected.
Reports Menu - Patient Correspondence
Labels per Patient (option): When you select "Lables (Avery 5160)" as the report type, you will now be able to select the number of labels to print - per patient.
Utilities Menu - Cleanup Files
Appointments (check box): Added the option to delete all patient appointments thru a specific date.
Customize Menu - Insurance Companies
Duplicate (button): Added option to overwrite existing insurance company if the insurance company you are trying to create already exists.
Customize Menu - Clinic
Zip (field): Allowed entry into this field so your clinic's 9 digit zip code may be entered. This will be a requirement (in some locations) for Medicare billings - effective 10/01/2007. For details go to: http://www.cms.hhs.gov/MLNMattersArticles/downloads/MM5208.pdf
Customize Menu - System Configuration
Mouse Scrolling (field): If your mouse wheel does not allow you to scroll within Herfert Software, choose "On". When the installation screen appears, press <Enter> at each screen that appears.
Auto Reindex (field): Automatically reindex files if Herfert Software is exited improperly. This will check the integrity of your files if a power failure or improper exit occurs while in Herfert Software.
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