Finale Health logo

Call Sales: +1-800-668-7601

Demo
Login

Knowledge Base

Table of Contents

Billing

  • Generate Payroll
  • Print Payroll
  • Search Payroll

Payroll

  • Generate Payroll
  • Print Payroll
  • Search Payroll

Export

  • Generate Export
  • Download / Submit
  • Manage Archived Batches
  • HHCAHPS
  • Managing Scheduled Visits
  • Editing Visits
  • Calendar Overview and Filtering
  • Finalizing Visit Details

Plan of Care

OASIS

How to Add Patients | Intake

  • Enter Required Fields
  • Birthday
  • Address
  • Insurance
  • Check Eligibility
  • Prior Authorization (Skip if N/A)
  • Diagnosis (Skip if N/A)
  • Patient Condition (Skip if N/A)

Admin tab

  • Agency
  • Care Staff
  • Caregiver Skills/Qualifications
  • Certificates/Licenses
  • Market Source
  • Event Types
  • Insurances
  • Supply Items
  • Intermediaries
  • Note Templates
  • Health Care Facilities
  • Care Plan
  • Physicians
  • Clinical Lookup
  • Service Type
  • QA Checklist
  • Types of Care
  • Roles
  • Hashtags
  • Users
  • Users Logs

Key boxes and features

  • Patients
  • New Patient
  • New Care Staff
  • Export
  • Document Tracking
  • File Upload
  • Events
  • Weather

Homepage features

  • Search Bar
  • Switch Agency
  • Bell Icon
  • Envelope Icon
  • Printer Icon
  • Message Icon
  • Care Coordination Icon
  • Video Icon
  • Profile Icon

Main tabs overview

  • Dashboard
  • Admin
  • Payroll
  • Reports
  • Billing
  • Calendar
  • Applicants

Additional tabs

  • Today's Visit
  • Currently Hospitalized
  • Daily Eligibility
  • Patient Alerts/Notifications
  • Birthdays
  • Daily PECOS
  • OASIS 30 Days

Calendar

  • Accessing the Patient Schedule
  • Scheduling a Visit
  • Visit Time Management
  • Plotting Visits on Multiple Dates
  • Managing Scheduled Visits
  • Editing Visits
  • Calendar Overview and Filtering
  • Finalizing Visit Details

BILLING

Step 1: Create Claim

  1. Create Claim:
  2. Navigate to the claim creation section.
  3. Enter SOC (Start of Care) Dates: Specify the “From” and “To” dates for the SOC period.
 

2. Claim Type Selection:

  • Choose the type of claim you are processing (NOA Claim or Medicare Claim).
 

3. Validation:

  • NOA Claim/Medicare Claim – Validate:
  • Errors: Must be corrected before proceeding. Errors typically block the claim from moving forward.
  • Warnings: May not prevent submission but should be reviewed and addressed as needed.
 

4. Generate NOA Claim:

  • Click “Generate NOA Claim” to create the claim once validated.

5. Resolve Issues:

  • Address any validation errors or warnings as indicated.
  • If resolved, proceed to Step 2.
 

6. Submit to DDE:

  • For Medicare claims, ensure submission to the Direct Data Entry (DDE) system if required.
 

7. Mark as Submitted:

  • After submission, update the claim status to “Submitted.”
 

8. Export Data:

  • For documentation or record-keeping, export the claim data as needed: Download as PDF or Excel.

Step 2: Batch Claim

  1. Active Payer/Insurance:
 
  • Ensure that the payer or insurance is active and correctly configured for batch processing.
 

Batch Claim:

  • Process claims in batches if applicable.
  • Handling Incorrect Claims: Click “Delete Claim” if a claim or part of the batch is incorrect.
  •  Use the Pen and Paper Icon to edit and correct any issues with the claims.
 

Printing:

  • Click the red PDF icon to print the batch claim if needed.

Step 3: Submit Claim

 

Unbatch Claim:

    • Prepare the claim for submission by un-batching it if necessary.
 

Submit Claim:

Choose your submission method:

  • Manual Submit: Submit the claim manually if required.
  • Electronically Submit: Use the electronic submission option if available.
 

Export Data:

  • Export the claim submission data in the desired format: CSV or Excel.
Demo
Login

schedule a demo