Customer Review:
1. Overview
- Provides customer and order information in one local area.
- Locate the customer by their 9 number or by an Order ID.
- The Order ID overrides the 9 number. If the Order ID is for a different consumer it will pull the consumer information that is related to the Order ID.
- This is also the location where write offs are suggested, orders are re-billed or voided and status’ are changed.
- One of two locations that you can look at all the orders for a consumer.
2. Customer Information
- Customer 9 number
- Recipient ID
- Insurance Information
- Doctor Information
- Care Manager Information
- Diagnosis Codes
- DOB
3. Order Information
- Order ID
- Future Order
- Results of claims sent and received by insurance
- Status of the Order
- Issues for the order or regarding submissions
4. In Billing/Order Status
- Information about a particular order and it’s processing status
| Status | Description |
| IB-Go | Initial Billing – Go / Send New Billing |
| IB-MDN | Initial Billing – Medicare Denial Needed / Wait for Medical Denial |
| IB-RDN | Initial Billing – R ins type Denial Needed / Wait for Medicare Types Denial |
| IB-3DN | Initial Billing – 3 ins type Denial Needed / Wait for Medicare MCO Denial |
| IB-ADN | Initial Billing – All Denials Needed |
| IB-NA* | Initial Billing – Not Applicable / Never Bill |
| IB-BT | Initial Billing – Billing Table / Call Mike if billing is not in progress |
| IB-WT | Initial Billing – WaiT / Waiting for Insurance Companies Billing |
| IB-CP | Initial Billing – ComPlete / most likely paid |
| IB-AN | Initial Billing – Attention Needed / something is wrong with the billing |
| IB-SWO | Initial Billing – Suggest Write Off / Suggest to write off |