Page Description

Use the Internal Billing Status page to select the appropriate billing status rule for the selected insurance company, insurance plan, or host and set any ordering location-based exceptions to the rule. Copia uses billing status rules when the patient uses the selected insurance company or insurance plan and/or testing is performed at the selected host. You may define additional billing status rules in the Billing Status Rules administration page. See the Admin: Billing Status Rules topic.

When Copia is assigning an internal billing status, the hierarchy is: (from first to last)

• The status for an ordering location exception to the testing host for an insurance plan.
• The status for the testing host for an insurance plan.
• The status for an ordering location exception to the insurance plan.
• The status for an insurance plan.
• The status for an ordering location exception to the testing host for an insurance company.
• The status for the testing host for an insurance company.
• The status for an ordering location exception to the insurance company.
• The status for an insurance company.
• The status for an ordering location exception to the testing host.
• The status for the testing host.

For more help, click one of the following links:

• Accessing this Page
• Selecting the Default Rule
• Adding or Editing Ordering Location Exceptions

Accessing this Page

• Click the Internal Billing Status Rules button on the Hosts administration page or in the "Insurance Company Information," "Insurance Company Host Codes," "Insurance Plan Information," or "Insurance Plan Host Codes," sections on the Insurance administration page.

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1. In the Default Rule section, select the billing status rule Copia should apply when the patient uses the selected insurance company or insurance plan and/or testing is performed at the selected host.
2. If you cannot find the desired status rule, you may define additional billing status rules in the Billing Status Rules administration page. See the Admin: Billing Status Rules topic.
3. Copia displays any existing exceptions to the selected rule in the Ordering Location Exceptions section of the page. You may add, modify, or remove exceptions, as needed. See "Adding or Editing Ordering Location Exceptions" below.

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Adding or Editing Ordering Location Exceptions

1. Use the Ordering Location Exceptions section of the Internal Billing Status page to create billing status exceptions based on the ordering location.
2. Click the Add button to select an ordering location using the Location Search page. See the Location Search topic. Repeat this search for each ordering location that requires an exception.
3. Once you select one or more ordering locations, Copia displays the locations with corresponding drop-down lists for the location's Status. Select the billing status rule Copia should apply for the selected ordering location. If you cannot find the desired status rule, you may define additional billing status rules in the Billing Status Rules administration page. See the Admin: Billing Status Rules topic.
4. When determining what billing status to assign, Copia uses the ordering location's Status, if it is set up as an exception; otherwise, it uses the default billing status from the Default Rule section. See "Selecting the Default Rule" above.
5. Click < Back to List to return to the preceding page without saving any changes.
6. Click Save to record changes and return to the preceding page.

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