MODULE 1 · CHARGE SUBMISSION

Eligibility Check Failed

Select Correct in Charge entry to open a saved charge with its patient and billing details already filled in. Correct the issue, then save and recheck eligibility.

A failed or unavailable response does not mean the patient is uninsured. Inactive coverage is shown separately. This list uses saved checks; uploading charges does not run eligibility automatically.

Patient / encounter	Date of service	Insurance	Result / last check	Reason / next step	Actions

Retry check sends a new eligibility request through Stedi and may incur a transaction charge. Review the saved payer response before calling the insurer. Active coverage does not guarantee payment. A resolved issue leaves this list; prior responses remain in the claim history.

CLEARINGHOUSE

Problem List

Review rejected charges, read the clearinghouse errors, and open the charge to make corrections.

Patient / encounter	Date of service	Insurance	Charge	Rejection reason	Problem / date	Review & correct

Choose Corrected Claim to edit and resubmit the saved encounter. Review the fields marked in red, then validate and review the corrected charge before sending it again. Submission history is retained. Payer rejections and uncertain submissions require reconciliation first.

CHARGE REVIEW

Review & submit

Select saved charges to check coverage, validate, and submit. Open a charge to review its details and payer responses.

01 Import02 Eligibility03 Review & submit04 Payer response05 Post payment

Saved charges

Upload or enter → verify insurance and enrollment → check eligibility → validate → review and approve → transmit → track payer response.

Selected claims: 0

0 selected across pages. Maximum 250.

Review selected claims across pages

I reviewed all selected claims, including those outside this view, insurance routing, provider enrollment, coverage, codes, and charges.

Selections remain when you change pages or filters. Actions apply to each selected version; changed claims require review and selection again. Eligibility responses require review; coverage is not a payment guarantee. Transmission requires validation of the current version.

	Patient / encounter	Status	Charge	Balance

CLAIM REVIEW

Select a claim

Review charges, patient information, and payer responses here.

PROFESSIONAL CLAIM · CMS-1500 / 837P

Charge entry

Enter physician services using CMS-1500 fields, review any issues, and submit from this page.

START WITH YOUR PRACTICE DEFAULTS

Practice template

General professional charge entry

Orange fields were filled from practice defaults. You can edit them.

Choose a saved template to fill practice details.

1

Patient & subscriber

CMS-1500 boxes 2–7 · Enter the patient exactly as recorded by the insurer.

First name *Middle nameLast name *SuffixPatient phone numberSaved with the patient’s portal record.Date of birth *Gender on insurance record *

Street address *Apartment / suiteCity *State / territory *ZIP code *

Patient’s relationship to subscriber *

2

Primary insurance & encounter

CMS-1500 boxes 1, 1a, 11, 26 · This form submits professional claims to the primary payer.

Encounter / patient control number *Use a unique reference. 17 characters or fewer is recommended.Insurance member ID *Search insurance planChoose the insurance plan. The portal fills its clearinghouse connection automatically.Insurance type *Policy / group numberPlan nameCoverage effective dateCoverage termination date

Office billing details

These details are saved with this encounter for office use. The posting date does not change the recorded entry date or move money.

Patient account / MRNPosting dateBatch numberCase referenceAppointment referenceScheduling provider (office use)

Internal billing notes

Guarantor contact (if different from patient)

Guarantor nameRelationship to patientGuarantor phone

Find a payer in Stedi ↗

Secondary & tertiary insurance · boxes 9–9d

Report additional coverage while billing the primary payer. Submitting a secondary claim with prior-payer adjudication needs the separate 837P coordination-of-benefits workflow.

3

Area / place of service & providers

CMS-1500 boxes 24b, 24j, 25, 32, 33 · Identify where care occurred and who provided it.

Default place of service (POS) *

Each service line can use a different place of service.

Saved billing provider

Billing provider

Provider type *Organization / group nameIndividual first nameIndividual last nameBilling NPI *State license number (when payer requires it)Billing taxonomyFederal tax ID type *Federal tax ID *Billing phoneBilling contact nameBilling contact emailBilling fax

Street address *Apartment / suiteCity *State / territory *ZIP code *

Rendering provider

The clinician who performed the services. Individual billing providers can select “Same as billing provider.”

Rendering provider *

Choose rendering physician

Select a saved physician to fill their name, individual NPI, and taxonomy. Entering an exact saved physician’s name also fills any missing provider details.

First nameMiddle nameLast nameNPIState license number (when payer requires it)Taxonomy code

Service facility / location

Service location *

4

ICD-10-CM diagnosis codes

CMS-1500 box 21 · Add up to 12 diagnoses, then select the related diagnoses on each service line.

Use the documented, billable ICD-10-CM codes. The first diagnosis is primary. Decimal points are accepted and removed for submission.

Common ICD-10 codes

5

CPT / HCPCS services & charges

CMS-1500 box 24 · Enter dates, CPT or HCPCS codes, modifiers, diagnosis pointers, units, and charges.

Common CPT / HCPCS codes

Add one row for each CPT or HCPCS code. Each row has its own modifiers, diagnosis pointers, units, and charge.

Choose a total line charge or enter a unit charge to calculate the total.

6

Clinical & payer-required details

Complete the sections that apply to this encounter.

Prior authorization, referral & clinical notes · boxes 19, 23

Prior authorization numberReferral numberCLIA numberMammography certificationElectronic claim note typeElectronic claim note · box 19Sent to the payer. Maximum 80 characters.Condition codes · box 10dProperty / casualty claim number · box 11b

Referring & supervising providers · boxes 17–17b

Referring provider

Saved referring provider

First nameMiddle nameLast nameNPIState license number (when payer requires it)

Supervising provider

Saved supervising provider

First nameMiddle nameLast nameNPIState license number (when payer requires it)

Illness, accidents & hospitalization · boxes 10, 14–18

Employment related?Auto accident related?Other accident related?Auto accident state

Onset of current illnessAccident dateInitial treatment dateLast seen dateLast X-ray dateLast menstrual periodAcute manifestation of chronic conditionFirst visit / consultationLast workedReturned to workAssumed careRelinquished carePrescription dateHospitalization fromHospitalization throughUnable to work fromUnable to work through

Replacement or void · box 22

Claim frequencyOriginal payer claim control numberRequired for most replacement/void claims; Original Medicare specifies omitting it.

Amount already paid · box 29Amount reported on the claim; this does not create a payment posting.

7

Authorizations & submitter

CMS-1500 boxes 12, 13, 27, 31 · Select the authorizations documented for this encounter.

Patient release of medical information *Insured authorizes assignment of benefits *Provider accepts assignment *Provider signature *

Claim submitter

Submitter type *Submitter organizationSubmitter first nameSubmitter last nameETIN (when required)Contact nameContact phoneContact email

Provide a contact phone or email. Practice defaults remain visible and can be corrected for this claim.

MODULE 2 · ACCOUNTS RECEIVABLE

AR Reports

Find outstanding balances, review posted payments, and build a focused follow-up list.

Totals include all matching records, across every page.

CLAIM FOLLOW-UP & PAYMENTS

Status Check

Find a patient's claims, review payer responses, and track payments and appeals.

Each payer column shows billed, paid, and Medicare allowable amounts. Medicare allowable comes from a Medicare remittance, when supplied; it is not a fee-schedule estimate. Missing amounts remain “Not reported.” Patient allowable is not applicable.

CHARGE REVIEW

Review the Charge Entered

Find entered charges by service date, entry date, user, or insurance.

Entered charges

All entered charges

Sort by

Service date filters include encounters with at least one matching service. Encounter totals include all their service lines.

Upload or enter → verify insurance and enrollment → check eligibility → validate → review and approve → transmit → track payer response.

Use Review the Charge Entered → Review & submit to select saved charges and run batch actions.

Patient / encounter	Date of service	Date of entry	Entered by	Insurance	Encounter total	Status	Actions

BILLING QUALITY

Duplicate Check

Find conflicting admission/follow-up charges and repeated service content before they reach the payer.

Submission blocked when duplicated

One admission or follow-up service per patient, per date

Admission: 99221 · 99222 · 99223
Follow-up: 99231 · 99232 · 99233

Any pair is flagged: admission + admission, follow-up + follow-up, or admission + follow-up. Repeated identical codes and quantities above one are included. Checks span service lines and claims, across physicians, payers, and encounter IDs.

All CPT codes: repeated service check

Another charge with the same patient, service dates, physician, payer, CPT, and modifiers is also flagged. Changing the encounter ID does not create a new service. Linked secondary and tertiary claims in the same encounter are excluded.

Matches use the patient’s first name, last name, and birth date, ignoring case, spacing, and punctuation. Only records saved in this portal are checked. Discarded unsubmitted drafts are excluded.

UPLOAD CHARGES

Upload a billing file

Bring in multiple encounters from a CSV or Excel spreadsheet.

1 Prepare your file2 Choose & review3 Import drafts4 Verification

1

Start with a template

Use the same column names in your PatientKeeper export, or copy your data into a template.

↓ LMP staff Excel template ↓ Standard Excel template ↓ CSV template (.csv)

For the staff workbook, choose the practice template once on Setup. Enter one patient, physician and date of service per row on Charges. Practice billing details come from the saved profile. Blank charge rows contain no patient data.

2

Choose your file

We'll check its contents and show a preview before importing.

Drop your billing file here

CSV or Excel (.xlsx) · Up to 5 MB · 1,000 encounter rows / 6,000 CPT lines

Browse files

Nothing is saved until you choose Import drafts.

3

Review your import

Upload or enter → verify insurance and enrollment → check eligibility → validate → review and approve → transmit → track payer response.

Use Review the Charge Entered → Review & submit to select saved charges and run batch actions.

Patient / encounter	Services	Charges	Import result

A QUICK GUIDE

A smooth upload

Six procedures per encounter. Enter one encounter per row with up to six CPT/HCPCS codes and twelve ICD-10 diagnoses.
Link diagnoses to each procedure. Use diagnosis pointers 1–12, with up to four pointers per procedure. Older one-service-per-row files still work.
Keep identifiers as text. This preserves leading zeroes in member and payer IDs.
Use Excel dates, MM/DD/YYYY or YYYY-MM-DD. Enter charges as numbers, without a $ symbol.
Use values, not formulas. Save older .xls files as .xlsx before uploading.

Existing identical encounters are skipped. Changed encounters are flagged for review.

Which columns are required?

Enter patient name, date of birth, gender, address, date of service, rendering physician, exact saved insurance plan, policy number, at least one ICD-10 diagnosis and a CPT with diagnosis pointers. Inpatient services also need the admission date. Choose the practice on Setup once. The portal can generate a blank Encounter ID and apply the saved place of service. Each CPT needs units and a total charge, either entered or supplied by a unique saved CPT-and-modifier fee.

Use the exact template headers. A CPT can have four comma-separated modifiers and four diagnosis pointers. Blank fees require a matching saved CPT and modifier combination; different units require an explicit total charge. This staff format supports original primary claims where the patient is the policyholder. Additional insurance and dependent subscriber details need separate entry before submission.

Submission Setup

Connect each insurance plan to the correct Stedi payer and enrolled practice.

Start in Practice Settings: save your organization NPI/TIN, rendering physicians, submitter, and default template. Confirm insurance coverage for the encounter date. The payer directory does not verify coverage or provider participation.

CureMD insurance list

Imported insurance names and candidate Stedi destinations. These are reference matches, not approved routes. Confirm the exact plan and payer instructions before adding a route.

Search imported insurance name or payer IDReview status

Find the correct insurance destination

Insurance company, plan, or payer ID

PAYMENT POSTING

Remittance review

Review payments and adjustments before they enter the billing ledger.

Remittance advice describes adjudication. Confirm EFT settlement separately through your banking or Treasury workflow.

MODULE 1 · AFTER UPLOAD

Verification

Check insurance for the charges in a saved CSV or Excel upload.

Verification checks the insurance selected for each charge and its date of service. Other policies on the encounter are checked with their own destination claim. Active coverage does not guarantee payment.

Uploaded batchShow

Opening this page or refreshing saved results does not send an eligibility request. Run Verification checks only the charges you select; it does not submit claims.

	Patient / encounter	Insurance	Date of service	Verification	Reason / next step	Actions

PRACTICE SETTINGS

Set up once. Enter charges faster.

Save named templates, providers and common codes for everyone in this practice.

Practice setup checklist

The checklist checks your entered defaults. Confirm the legal name, NPI, tax ID and addresses against your official practice and payer records.

Upload a practice profile

Use one Profile sheet for practice, physician, location and code rows. Preview the file, apply it to the settings below, then save the profile.

Download Excel profile template

Practice profile workbook

COORDINATION OF BENEFITS

Secondary & tertiary billing

Review the prior insurer’s adjudication and prepare a linked claim for the next insurer.

Confirm the remaining coverage and whether the previous payer already forwarded the claim. A payment amount alone is not enough to create a secondary or tertiary claim.

PATIENT BILLING

Patient balances & statements

Review documented patient responsibility, payments and credits before preparing a statement.

Statements use reviewed patient balances after applicable insurance processing. An insurer’s reported payment is separate from EFT settlement, and unpaid insurance amounts are not automatically patient responsibility.

CONNECTIONS

Your connected workflow

The portal and authorized assistants use the same billing records and permissions.

ACTIVITY

Billing activity

A record of portal, assistant, and background operations.

Time	Action	Actor	Source	Record

Your billing workspace

Eligibility Check Failed

No saved eligibility issues match

Problem List

No clearinghouse rejections

Review & submit

Saved charges

Start with your charges

Select a claim

Charge entry

Patient & subscriber

Primary insurance & encounter

Area / place of service & providers

Billing provider

Rendering provider

Service facility / location

ICD-10-CM diagnosis codes

CPT / HCPCS services & charges

Hospital stay

Clinical & payer-required details

Referring provider

Supervising provider

Authorizations & submitter

Claim submitter

AR Reports

No matching records

Status Check

No matching claims

Review the Charge Entered

Find charges

Entered charges

No charges match these filters

Duplicate Check

One admission or follow-up service per patient, per date

No matching duplicate charges found

Upload a billing file

Start with a template

Choose your file

Drop your billing file here

Review your import

Submission Setup

CureMD insurance list

Find the correct insurance destination

Remittance review

Verification

No upload selected

Set up once. Enter charges faster.

Practice setup checklist

Upload a practice profile

Named practice templates

Billing & rendering providers

Commonly used codes

Secondary & tertiary billing

Patient balances & statements

Your connected workflow

Billing activity