Billing Type Conventions for Database Setup

The Billing Type for your database is set at the installation of CGM webPRACTICE and is stored in CGM webPRACTICE Integration Options. After the Billing Type is set it cannot be changed. There are three Billing Types available: Patient, Family and Linking. The Patient Billing Type is the most commonly used and all of Help is written based on this Billing Type. This section outlines the general differences among the three types. Help on these sections also exists under:

• Patient Registration for Family or Linking Billing Type
  
• Change Patient Data for Family Billing Type
  
• Change Patient Data for Linking Billing Type
  
• Review Patient Information for Family and Linking Billing Type
  
• Scheduling for Family or Linking Billing Type
  

• Patient Billing Type:
  • Provides one separate account per patient and one separate statement per patient account. Each account can store different guarantor information for that patient, if necessary.
  
  
• Family Billing Type:
  • This Billing Type is helpful in maintaining one account when several members of the same family are patients in the practice, as in pediatric practices, for example.
    
  • Generally the Master Account (usually the guarantor) is set up with a '.1' at the end of the account number (23445.1). (But, any existing account number can be a master account.) Any new accounts that are attached to this master account are assigned with the next subsequent number after the decimal (23445.2, 23445.3, etc.). But, a family account can have widely varying account numbers. For example, a family account exists with account numbers 23445.1 and 23445.2. Then you attach an existing account to the family and this account has account number 11112.4. The next new patient attached to this family would be given account number 23445.3.
    
  • Existing accounts can be attached if there are no transactions on the account that you want to attach. The existing account that you attach to a master account retains its original account number. If an account has transactions posted to it, you cannot attach it to a master account or remove it from a master account. For information on attaching accounts see Patient Registration for Family or Linking Billing Type, Change Patient Data for Family Billing Type, Change Patient Data for Linking Billing Type and Scheduling for Family or Linking Billing Type.
    
  • Each family member can have a separate and distinct Billing Group.
    
  • All transactions for all family members are stored on and are viewable from the master account. But, if you are in a family member's account, only the transactions for that family member are viewable.
    
  • A single statement prints to the guarantor for all family members on the account, but the Statement Sent adjustment posts to the Master Account only. (If you have the Adj Code for Stmts field completed in CGM webPRACTICE Default Values.)
    
  
  
• Linking Billing Type:
  • Patient accounts can be linked to a Master Account, but each patient has his own account and own ledger. For example, the master account would be 23445 and any new accounts linked to this account would be 23445.1, 23445.2, etc. You can also link separate existing accounts. For example, if two existing patients get married and want their accounts linked, patient John Doe, with account number 23445 could have Jane Doe's account, with account number 34222, linked to his or vice versa. Either account can be set as the master account. The two separate account numbers remain. For information on linking accounts see Patient Registration for Family or Linking Billing Type, Change Patient Data for Linking Billing Type and Scheduling for Family or Linking Billing Type.
    
  • Each patient has his own ledger. All transactions are stored only at the 'patient account level'.
    
  • One statement prints to the master account/guarantor, but there is a separate statement/page for each linked account. The Statement Sent adjustment posts to the master account only. (If you have the Adj Code for Stmts field completed in CGM webPRACTICE Default Values.)