This guide is an introduction to the Billing tab where billers spend most of their time. It is where you'll submit claims, process remittances, and manage patient accounts. Take a few minutes to review the information here, and you will have enough knowledge to jump into your work. Let's get started!
Tip: Each video includes chapters to help you quickly find the information most important to you. Click the Open Chapters icon in the lower right of each video to view and select available chapters.
The Claim List
Billing successfully in Fusion requires an understanding of how claims are organized and processed in Fusion. For an introduction to claims, check out the video below.
The Life of a Claim
It's important to understand how charges move through Fusion and what action should be taken throughout. In this video, we'll submit a claim and follow it as it's received by insurance, paid, and finalized to a patient account.
Creating & Balancing Remits
In most instances, Fusion receives remittances electronically and does all the heavy lifting for you. It's important to understand this process and know how to replicate it manually. Check out the video below for a crash course in creating and balancing EOBs!
Billing accounts is where you will track and manage what patients or a third party owes. Watch the video below for an overview of billing accounts!
Credit Card Processing: Before you begin billing your clients, be sure to apply for Fusion's integrated credit card processing. It's free to sign up, has no monthly fees, and will save you a lot of time! Check out our help article for the steps to apply.
A Few Tips
The best way to learn Fusion is to jump in and start working. You are going to have questions, so it's helpful to know what resources you have when you get stuck.
- Fusion's help center is always at your disposal. To access, click the help icon in the upper right of Fusion and click Get Help. Our in-app help center will appear where you can search our help articles for the answers you need.
- If you're still stuck, the Fusion support team is here to help. Once you've searched for a help article, click the Leave us a message option to send us an email. Be sure to include as much detail as you can, and we'll get back to you as quickly as possible.
- Are you new to medical billing? We've built an online course that teaches basic medical billing processes and best practices. If you'd like access, send our team an email at firstname.lastname@example.org and let us know!