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14) Box 66 – Leave Box 66 empty. We recommend that you leave this box empty. Used to indicate the diagnosis version qualifier. The default value printed by PTOS is 9 to indicate
ICD9 codes. Several payers do not want the 9 to print in this box, so checking this option will clear box 66.
15) Box 69 (Print Primary ICD9) – Used to denote the diagnosis that describes the patient’s condition or reason for admission/outpatient registration. By default, this will be left blank. If checked, the patient’s primary diagnosis code will print.
16) Box 74 (Principal) – Used to enter the principal diagnosis code and date. It is required on inpatient claims when a procedure was performed.
17) Box 74A-E (Other Procedures) – Used to enter any additional diagnosis codes and dates.
18) Box 76 (Qualifier) – Used for the referring Dr.’s name, NPI number and a second identifier. If second identifier is provided, it may need to be accompanied by a 2 character qualifier code in the “qual” field of box 76. Default for this field is empty. Generally accepted qualifiers are: a. 0B (state license #) b. 1G (UPIN #) c. G2 (Commercial #)
19) Box 80 – Use this area for Remarks for Unusual Services.
20) Box 81 A-D – Free form area that allows the user to enter additional taxonomy numbers and qualifiers for boxes 81A-D on the UB04 form. By default, this will be left blank.
eClaims Attachment Information
eClaims Attachment Information
Drop-down lists of attachments that relate to eClaims can be located in the Patient Editor | HCFA tab. Locate the button in the top section - Additional CMS-1500/HCFA Boxes - 'eClaims Attach
Info'.
User’s Guide – Patterson PTOS 5.6 Using PTOS
26
Attachment Report Type Code
Remove these settings after sending the requested attachment to avoid resending the attachment information on subsequent claims.
In the Attachment Report Type Code drop-down list, the following possibilities are available to describe the type of attachment:
Admission Summary – AS
Allergies/Sensitivities Document – A3
Ambulance Certification – AM
Autopsy Report – A4
Baseline
BS
Benchmark Testing Results – BR
Blanket Test Results – BT
Certification
CT
Certified Test Report – 13
Chemical Analysis – 11
Chiropractic Justification – CB
Consent Form(s) – CK
Continued Treatment – 10
Death Notification – V5
Dental Models – DA
Diagnostic Report – DG
Discharge Monitoring Report – DJ
Discharge Summary – DS
Drug Profile Document – D2
Drugs Administered – 04
Durable Medical Equipment Prescription – DB
Explanation of Benefits (Coordination of Benefits or
Medicare Secondary Payer) – EB
Functional Goals – 07
Health Certificate – HC
User’s Guide – Patterson PTOS 5.6 Using PTOS
27
User’s Guide – Patterson PTOS 5.6
Health Clinic Records – HR
Immunization Record – I5
Initial Assessment – 06
Justification for Admission – 15
Laboratory Results – LA
Medical Record Attachment – M1
Models – MT
Nursing Notes – NM
Objective Physical Examination (including vital signs)
Document – OE
Operative Notes – OB
Orders and Treatments Document – OD
Oxygen Content Averaging Report – OC
Oxygen Therapy Certification – OX
Paramedical Results – PQ
Parenteral or Enteral Certification – PE
Pathology Report – P4
Patient Medical History Document – P5
Photographs – XP
Physical Therapy Notes – PN
Physical Therapy Certification – PZ
Physician Order – B3
Physician’s Report – PY
Plan of Treatment – 08
Prescription
B2
Progress Report – 09
Prosthetics or Orthotic Certification – PO
Radiology Films – RB
Radiology Reports – RR
Recovery Plan – 21
Referral Form – B4
Renewable Oxygen Content Averaging Report – RX
Report Justifying Treatment Beyond Utilization Guidelines
– 03
Using PTOS
28
Report of Tests and Analysis Report – RT
State School Immunization Records - IR
Support Data for Claim – OZ
Symptoms Document – SG
Treatment Diagnosis – 05
Attachment Transmission Code
In the Attachments Transmission Code section, use the dropdown list to select the desired delivery method for sending the requested documentation to the payer. These options include:
Available on Request at Provider Site – AA
By Fax – FX
By Mail – BM
By eMail – EM
Electronically – EL
File Transfer – FT
Attachment Control Number
In the Attachment Control Number section, enter the Document
Control Number (DCN) provided by the Payer. This number identifies the claim and the attachment for the payer. An
Attachment Control Number is not required when using the
Available on Request at Provider Site option in the Attachment
Transmission Code section.
User’s Guide – Patterson PTOS 5.6 Using PTOS
29
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Table of contents
- 8 System Requirements
- 8 Local Area Network
- 9 Keyboard Shortcut Keys
- 9 Logging On
- 9 The PTOS Login Menu
- 10 Main Screen Logo Graphics
- 10 Check for Updates
- 12 Setting Up PTOS
- 12 Setting Up Your Facility Information
- 13 Setting Up Your Employees
- 15 User Access Rights
- 17 Config Parameters
- 17 Config Groups
- 21 eClaims Setup
- 22 Patients
- 22 Patient Case Tab
- 25 Referral/Employer Tab
- 27 Bill Tab
- 28 HCFA/UB
- 33 eClaims Attachment Information
- 37 Insurance Tab
- 37 additional insurance carriers
- 38 Notes Tab
- 38 Cogwheel
- 39 Cogwheel Options Menu
- 40 Update Lists Information
- 40 Insurance Companies
- 42 Referrals
- 43 Update Account Type Codes
- 46 Employers
- 46 Zip Codes
- 47 Lookup Table
- 47 Payment Types
- 48 Adjustment Type
- 49 Transaction History Legends
- 50 ICD9 Codes
- 50 Update C.P.T. Codes
- 51 C.P.T. Group
- 52 Fee Schedule
- 55 Attaching Fee Schedules to Patients
- 55 Attaching Fee Schedules to Insurance Companies
- 56 LCD Datasets
- 57 CCI Datasets
- 59 Scheduler Setup
- 59 Resources
- 60 Appointment Status
- 60 Appointment / Block Hold Type
- 61 Appointment Reminder Email Template
- 62 Scheduling an Appointment
- 62 Scheduling a Single Appointment
- 63 Scheduling Multiple Appointments
- 64 Additional Therapists
- 64 Additional Resources
- 65 New Appointment (from Waitlist)
- 65 Scheduling Blocks
- 65 Creating a Single Block
- 66 Creating Multiple Blocks
- 67 Additional Therapists
- 67 Additional Resources
- 68 Delete Block Hold
- 68 Editing Appointments
- 68 Checking In an Appointment
- 68 Cancelling an Appointment
- 69 No-Show Appointments
- 70 Reschedule
- 70 Voiding an Appointment
- 71 Additional Right-Click Options
- 71 Collect Co-Pay
- 72 Enter Charges
- 73 Note Complete
- 73 Paste
- 73 Patient Editor
- 73 Print Appointment Card
- 74 Print Superbill
- 74 Schedule Calendar View
- 74 Schedule Views
- 74 Show CXL/NS Appointments
- 75 Send Email Reminder
- 75 Print Preview
- 75 Schedule Appointments View
- 76 Transfer Appointment
- 77 Waitlist
- 77 Appointment / Block Void
- 78 Voiding Blocks
- 79 Template Admin
- 79 Header
- 80 Additional Options
- 80 Edit Template
- 80 Paragraph Status
- 81 Show/Hide Detail
- 81 Copy from Note
- 81 Pick Lists
- 82 Patient Chart
- 82 Creating a New Note
- 83 Saving a Note
- 85 Comparing Initial Evaluation with Re-Evaluation
- 86 Note History
- 86 Open Note Options
- 88 Closed Note Options
- 89 Facility Logo
- 91 Transactions
- 91 Enter Charges
- 93 Entering Billing information
- 95 Group 1 — Previous Patient Balance (excludes current charges)
- 95 Group 2 — Case Information (includes current charges)
- 95 Group 3 — Today’s Charges (includes current charges)
- 96 Charge Ticket
- 97 Appointment Warning Messages
- 98 Payments/Adjustments
- 98 Account Payment
- 99 Insurance Payments
- 100 Adjustments
- 102 Insurance Payment Windows
- 102 X-Charge Electronic Payment Processing
- 104 System Voids on Overpayments
- 104 Patient Transactions
- 104 Summary Tab
- 105 Cogwheel
- 106 Overpayments - Patient Transactions
- 107 History Tab
- 109 Daily Transactions (Charges)
- 109 Approved Charges
- 110 Cogwheel
- 110 UnApproved
- 111 Payment
- 112 Adjustment
- 112 CCI/LCD Audits
- 113 Void a Transaction
- 113 Applying Co-pay
- 114 Auto-calculating Accounts Receivable
- 114 Account Aging
- 114 Inactive Accounts
- 114 Date Range Information
- 114 Claims
- 120 Patient Billing
- 121 Standard Options
- 124 The Statement Queue
- 124 Insurance Billing
- 125 Insurance Billing Sort Tab
- 126 Standard Options Tab
- 127 Claims Queue Tab
- 128 Navigate To
- 129 eClaims Setup Tab
- 130 Auto Assign Payer ID
- 131 Setting up Unpaid Balances
- 132 Using Unpaid Balances
- 133 Claims
- 134 View ERA in Claims
- 134 The ERA Queue
- 135 Overpayments - ERA Payments
- 135 Bulk Payments
- 135 Date of Service Filter
- 136 Flexible Bulk Payment Distribution
- 137 Overpayments - Bulk Payment Windows
- 138 HIPAA (ASC) X12 Version 5010 Standard
- 139 Using the Worklist
- 139 Appointments
- 139 Notes
- 140 Using Interfaces
- 140 Config Parameters
- 140 Exported Files
- 141 One Time Export
- 141 Import Files
- 143 Report Options
- 143 Report Views
- 143 Export Options
- 144 Favorites
- 144 Aged Accounts Receivable Reports
- 145 Customized Date Range A/R Report
- 146 Analysis Reports
- 147 Treatment Lists
- 148 Financial Lists
- 149 Demographic Lists
- 149 Code Lists
- 150 Transaction Lists
- 151 Documentation Reports
- 151 Scheduling Reports
- 153 Supervisor
- 153 Config Parameters
- 154 Data Sources
- 154 Facility
- 154 Employee
- 155 Merchant Services Setup
- 157 User Access Rights
- 157 User Groups
- 158 Check for Updates
- 158 Update Lists
- 158 Login Summary
- 159 Currently Logged Summary
- 159 Object Lock Details
- 159 Export Application Errors
- 160 Technical Support Utility
- 160 System Copy
- 161 Copy Size
- 162 Restore Copy
- 163 Remove Old Accounts
- 163 Inactivate Cases
- 163 Archive Patients
- 164 Add/Update Client Logo
- 165 Worklist
- 165 Login as Different User
- 166 PTOS Help Menu
- 166 Online Center
- 166 Contact Support
- 167 About PTOS
- 167 System Backups
- 167 Creating Your Backup
- 167 Storing Your Backup
- 172 Additional Seminars
- 172 Enhancement Suggestions
- 172 Support