1. Review superbill for completeness and accuracy

a. patient demographics

b. 3 required signatures

1. patient

2. attending optometrist

3. student

c. ICD-9 codes

d. CPT codes

e. insurance information

f. next appointment time

g. financial information

1. charges

2. adjustments

3. payments

2. Review medical record of patient visit for completeness and accuracy

a. appropriate clinic form used for service provided

b. proper documentation for services charged

c. proper documentation for tests charged

d. proper documentation for material costs charged

e. signature verification

1. attending and student signatures consistent with superbill

2. attending and student signatures consistent with examination forms

f. copy of photo ID if required

g. copy of both sides of insurance card(s) if applicable

3. Review IVY Practice Management database for completeness and accuracy of financial transactions:

a. charges

b. adjustments

c. payments

d. attending optometrists performing service

e. financially responsible party

f. signature verification

1. attending data entry consistent with superbill

4. On the IVY financial screen indicate:

a. patient spectacle prescription for Medicare/Medicaid

b. insurance authorization numbers

c. attending optometrist for Medicare

5. Enter in IVY Practice Management database:

a. correct insurance policy number

b. date of release (original date of service)

c. clear inactive insurance carriers

6. Make necessary corrections

a. notify staff of the need for corrections

b. notify attending optometrists and students of the need for corrections

c. maintain file of the corrections made

d. notify staff supervisor of continued need for repeated corrections