How to Select Claims to Link to Payment Checks and Disburse Payments to Client Accounts

How to create and use different fee schedules that can be applied to individual clients.

How to create custom settings for "other" clearing houses and set up neccesay entries for the ISA header values. This will allow you to use any clearing house of your choice.

Where to set the default place of service for a client.

Where to set the default "Accept Assignment" value for use on the CMS-1500 forms and Electronic Claims.

How to add a new client in TheraQuick, and setup the basic client information.

How to set the values in the Client Setup layout and the Client Session layout for a client who pays in full for every session at the time of the visit, and who does not use insurance.

How to setup a client for monthly or periodic billing, and how to prepare a billing statement for a selected time period for that client.

How to setup the billing information for a client who pays you in full for the sessions, then seeks reimbursment from his insurance company via a Superbill.

How to setup the billing information for a client who pays you a co-pay for the sessions, then you bill the insurance company for the remainder of your fee using a Paper Claim or an Electronic Claim.

How to setup the billing information for a client who is using two responsible parties to pay for the sessions.

How to enter and use different fees associated with different visit types (CPT codes) for a client.

Using insurance authorizations for simple or advanced application to client sessions

How to manually enter a payment received from a client.

Using the Payment Allocation capability to allocate client or insurance payments to specific charges in their respective accounts, or to independently mark session charges as "paid.'

How to enter either a positive or negative adjustment to the balance on a client's account.

How to setup and use client credit cards for payments.

How the Prompt Preferences control display or suppression of prompts for saving as PDF and printing during preparation of client billing statements or insurance statements.

Using the Client Insurance Authorizations Report to prepare a list and review the status of all active insurance authorizations.

How to use the Paper Claim Page Setup prompt preference to allow selection of a custom page size with custom margins to control alignment of the CMS-1500 text when printing Paper Claims onto pre-printed red forms.

How to individually specify payments to be included on a deposit slip and track deposited vs. undeposited items.

How to add a Therapist or Client-specific comment to the client billing statement (including how to add the comments to customized layouts in the TheraQuick Reporter)

How to set the reporting preferences in your Availity account so that TheraQuick can retrieve the necessary files for determining if the claims have been accepted or rejected.

How to use the new capability for submitting electronic claims directly to Office Ally from within TheraQuick, and how to update the insurance payer list with Office Ally's (or any other supported clearing house's) payers.

How the Therapist locations and the Master Settings values are used in the values for the Service Facility (Box 32), Billing Provider (Box 33), and the Rendering Provider (Box 24J) on the CMS-1500 insurance claims.

How to reset windows to a full-size and centered location.

How to license and activate the TheraQuick Reporter module.

How to use Copy and Paste functions to update scripts in the TheraQuick Reporter when new capabilites are added to TheraQuick that require updates to the TheraQuick Reporter.

How to include the Total Session Charge field on a layout in the TheraQuick Reporter

How to view your current TheraQuick license, version and user login information.

How to manually check for updates to TheraQuick and retrieve information about your new purchases.

How to update your TheraQuick file to a new version.