1. #ZOLLSummit

2. Tips and Tricks of RescueNet Billing

3. Tips and Tricks of RescueNet Billing
Who am I? Michael A. Rivera Implementation Specialist

4. This session will cover:
Editing Customer Information
Call Taking Options and Features
Customer Service
Workflow & RescueNet Billing Today
Helpful Shortcuts & Tips

5. Edit Customer
Type all or part of the name (last name, first name) and hit the Tab key.
Click on New Name or <alt> Y
Highlight the Customer you wish to edit and click Edit or <Alt> E.
- OR -

6. Patient Demographics
Once a customer has been selected, the Modify Customer screen can be accessed by clicking the Modify Customer button or selecting <alt> Y

7. Adding Payors
Edit Customer
Click Add or <Alt> A

8. Edit Customer Adding Payors
If a payor provides more than one type of coverage, select the type that the payor bases its payments on most of the time.
Accept Assignment does not necessarily mean the same thing as being a Participating Provider.
Normally not used.
Denotes the relationship of the CUSTOMER TO THE SUBSCRIBER.

9. Deceased Patients Ends all Standing orders for the Patient
Doesn’t allow Dispatch to choose Patient for Dates of Service after the deceased date
Patient Invoices and collection letters are addressed to “The Estate of”
Won’t require Signature Source for Patient

10. Deceased Patients Check the Show all button to see deceased Customers
Add text about show all
Check the Show all button to see deceased Customers

11. Permanent Address
Patient Mailing Address such as a P.O. Box or the place where they receive their mail.
Free text section for International addresses.
Patient Residence should be the physical location the patient can be picked up from.

12. Change Customer
To change the customer associated with a trip press <ctrl> H or Trip > Call Taking > Change Customer
If the patient already exists in your database, they will be displayed. Otherwise they can be added by clicking New.

13. Change Primary Payor Resetting the Primary Payor will:
This is typically done in cases where the wrong Payor was billed initially.
Trip > Call Taking > Change Primary Payor
This is the Current Payor.
Resetting the Primary Payor will:
Reverse Contractual Allowances
Reset the trips status to Pending Verification
This is the Primary Payor.

14. Change Schedule & Event
To change the Schedule, Event and/or Next Event Date while editing a trip in Call Taking: F2
Trip >Call Taking > Change Schedule & Event
Double-click in the magnified area above

15. Edit Billing Messages
Trip > Call Taking > Edit Billing Messages

16. Create Trip from Last Leg
When multi-legged trips need to billed as separate claims, use the Create Trip from Last Leg feature.
Highlight the last leg of the trip then go to Trip > Call Taking > Create Trip from Last Leg or hit <Ctrl> L.
The trip has been split into two ‘A’ legs.

17. Merge Trip into Other Trip
Trip>Call Taking> Merge Trip into Other Trip
Used to create a Roundtrip from two “A” Legs

18. Re-Mark as Billed
Used to re-mark a trip as billed where the status was changed back to Pending Verification or Verified.
Changing Primary Payor will change the status on the trip.

19. Time Payment Put the Patient on your Time Payment Schedule
Select the minimum amount the patient will pay each month

20. Important! Time Payment
The account will default if the patient pays less than the contract amount.

21. Printing a PCS Trip>Print PCS or Print Preview PCS
Treating or Referring Physician from Tab 2- Medical will populate on PCS

22. PCS
You can track when the PCS was received and how long the PCS is good for
If you have Professional Reports you can print a report for any PCS indicated on a trip that will expire the next month.

23. PCS Expiration Report This Report is available only if you have the
Professional Reporting Package

24. PCS History Allows you to see all PCS information on file for patient.
Will show up to 50 entries by default
Enables you to copy PCS information to the current trip.
Right click on PCS on Tab 2

25. PCS History

26. Workflow <Ctrl> + W
Workflow should be used as your first tool for Claim follow-up
Workflow can also be used as a management tool to gauge productivity
Workflow is meant to be Worked so your revenue Flows!

27. Defining a Workflow filter
Select the Define Button or use <Alt> + D

28. Defining a Workflow filter
Keep it Simple; decide what type of trips you are looking for and limit specific selectors.
Remember: You don’t have to fill everything out!

29. Defining a Workflow filter
Select Your Billing Statuses
Three Billing Statuses:
Billed
Complete
Verified

30. Defining a Workflow filter
Don’t forget to check the boxes at the bottom
Will add filter to your RescueNet Billing Today
Check this box if all user will share this filter

31. Verify vs. Auto-Verify
Verify allows you to verify the currently selected trip
When Auto-Verify is selected, RescueNet
will try to verify every trip currently in the filter.

32. RescueNet Billing Today <F12>
Summarize the Billing Filters you need to see
Gives you a good idea of not only what work you have for the day but where you are currently in your follow-up

33. RescueNet Billing Today <F12>
Use to update filters through out day
Selecting “Totals” shows total numbers of trips and dollars
RescueNet Billing Today
If “Summarize this Billing Filter on RescueNet Billing Today” has been checked, the information from those billing filters will summarize here.
Press the F12 key. Or
Click on “Module” from the Menu bar at the top.

34. RescueNet Billing today
Selecting “Charts” displays the same data in a “chart” format

35. Rolodex Search RescueNet for Payors, Facilities,
Crew Members, Doctors, Post and System Users
Edit>Rolodex or <Alt> V then R

36. Trip Inquiry <F3>
<Ctrl> F3
Referred to as the “BlueMan”
Allows you to quickly find all trips for the patient as well as the current total balance for the patient.

37. Trip Inquiry

38. Find Customer <Ctrl + R>
Search for a patient by name, Social Security number, the ID assigned by you or by the Payor and policy number.

39. Find Trip <F5>
Search for a Trip using several selectors

40. Last Recalled Trips Recalls the last 10 trips viewed
Will only recall the last 10 trips viewed from an active session. If you log out, RescueNet can not recall trips from the previous session.

41. Print Receipt You can print a receipt for a patient payment
Can be printed at the time of posting or at a later date
Trip>Call Taking> Print Receipt

42. Do Not Auto-Close
Use to print a copy of billing form

43. Window Sort Options <Alt> + W
Allows you to sort the open modules

44. Save Settings Now Desktop>Save Settings Now
Once you have set the order of your modules and columns, save it so that the next time you login you will not have to order the modules again
*AutoSave on Exit should not normally be used

45. Helpful Shortcuts

46. Helpful Shortcuts

47. Helpful ShortCuts

48. Tips and Tricks of RescueNet Billing