Bill From Note can be utilized using the following Super Macros/Templates:

1. Routine Footcare Macro
2. Chief Complaint Macro
3. Legacy Templates

How to turn on Bill from Note

To turn on Bill from Note you must be in SamNotes. 

1. Click on Utilities & Preferences
2. Preferences/Setup Program
3. Under Setting Column 4 Go to BillingOption On and change to a Y

Once the Billing option is turned on it will be on for ALL providers.

This feature will only work once the entire set up has been done.  Sammy will be able to select the correct modifiers (which can be changed by preference) and correct pointers.

Setup for Billing Modifiers

 In order to utilize the Bill from Note feature you must first set up the system to utilize the codes that you want. Once this is done Sammy will do the rest!  Sammy will handle laterality, pain and even warn you if an E&M code is warranted. After the claims are completed your staff can run a report to check to make sure everything is correct.

1. Select Billing Opt in the lower right hand corner
2. Select the appropriate billing options for modifiers
3. Save/Close

Setup for using the Routine Foot Care

ICD 10 Pain codes in the RFC super macro will automatically be selected for you based on the diagnosis codes you choose, left or right.

Note: Please do not put in the normal base codes for RFC, Sammy will handle those automatically. Those codes are: 11719, 11720, 11721, 11055, 11056, 11057, and G0127

1. Click on Utilities and Preferences
2. Click on Specialty setup
3. Click the yellow Make Changes button
4. Changing or adding DX codes
   1. Left click to select the problem name you want to edit.
   2. Right click on the DX code you are looking to change or add
   3. Click on Add Code
   4. You can enter either the ICD 10 or ICD 9 Code
   5. Once the code is entered you will see a Y in the INCL column which means it will be saved to that problem
   6. You will click on Save INCL Code and it will be saved
      
5. Changing or Adding a CPT Code
   1. Left click to select the problem name you want to edit
   2. Right click in the box
   3. Here you can select what CPT codes you would like to associate with the problem/chief complaint
   4. Double click on the code you would like
   5. then click continue
      

Setup for using the Chief Complaint

1. Open up SamNotes and select any patient
2. Click on Chief C yellow button at the top of the screen
3. Select a chief complaint by clicking on it one time, then click Edit on the bottom of the screen
4. How to Add a diagnosis
   
   1. Click on Select Diagnoses
   2. Search for either ICD 10 or ICD 9 Code
   3. The Window that appears is the providers ICD 10 Library
   4. If the code isn't listed, click on the ICD10 America Button
   5. Once the code is found it will be located on the bottom of the screen and click on the Use Selected and it will be saved as a Diagnosis.
      
5. Click on the Green Select CPT codes at the bottom of the screen
6. 
   1. Select the appropriate CPT code (you can also select E&M codes here as well then click continue
      

Using the Bill from Note after the note is completed

Once this is all set up then you can proceed to doing your note like normal.  Once you are ready to save your note click the DONE button then the procedure codes you have associated with the chief complaint will pop up. Left click on all the appropriate CPTs you want to bill, and then click on the green button Selection Completed Continue.

Features on the BFN Claim Screen

• Sammy will also bill the correct POS depending on what is on the chart.  If you have a facility with a POS on the chart Sammy will utilize that POS for the claim.  If it’s a house call you must have a “Facility” named House Call with the correct POS in it for Sammy to use home as the POS
• You are able to change the DLS if necessary. When this is changed Sammy will as you if you would like to update the chart, as well as the note.
• Depending if the patient is new or exsiting you have two button's that will allow you to choose and give you the proper  E&M codes to bill for an exsiting patient or a new patient, this will be located on the bottom right.  Once you select the proper E&M codes a pop-up will appear to ask which diagnosis to point to. 
• The doctor can also see the last claim, do an order from this screen, waive a copay and make an appointment!
• You are able to record the collection of copay and/or deductible money.  Copay money collected using the Green $ will also be included on the claim.
• There are Red X's you are able to click on next to the diagnosis codes and CPT codes if you would like to remove a code. 
• There is a hold claims option.  When you click this button you will be able to setup different buttons to hold claims with special statuses.
• Even though you engaged the BFN feature, you can click the button to Skip This and Continue to not create a claim.
• You can click the button Return to Note to make adjustments to the note in order to update the claim.
  

Setup for using Legacy Templates

You are able to use the legacy templates with Bill from note.

Using the right click feature to: Insert Dx codes and Procedure codes into a legacy note.

When using legacy templates with Bill from note the most important thing to do is using the right click options to add the CPT codes and also the Diagnosis codes.

Step 1: Edit the Legacy template you want to setup to do Bill from Note.

Step 2: After the Plan, right click and add procedure code.

Step 3: Type in the CPT codes you would like to link to this template. You can only add one code at a time

Step 4: Once the codes are select they will appear in the note as seen below:

Step 5: Once you are done you can run that template.

Step 6: Before you click on save to sign your note you want to right click and add a dx code.

Step 7: Click on use selected

Step 8: Click on Save

Step 9: The Bill from note option will appear where you will be able to see the CPT codes and the DX code you have in that template.

Using Diagnosis Structure and Tx= CPT codes in Plans

You may also use a Sammy structure in your legacy templates to choose a DX code:

Place the structure <Diagnosis||Diagnosis> to have the ICD10 popup list to choose as many diagnosis codes you want to add to the note.

If running plans from your note end the paragraph with the following structure to indicate the CPT code associated with the treatment to populate the claim. For example: (Tx=11041).

Claim Hx After a Claim was Created using BFN

When using the BFN feature your Claim HX will show that the claim was created from SamNotes.

DFT Bill Export

The DFT feature can be used when the practice is using a billing service and would like to send the claims electronically to the billing service.  The claim information would be saved in a designated location. The HL7 shows the following: some of the patient's demographics and what the provider would like to bill.  With DFT being set in Sammy the button send to billing service will not be grayed out.  This feature would be setup with the assistance of ICS staff.