Beaverlog Tips:  Volume 73 - November 1, 2014

New Pro 3.0 Release Available

A new release is now available for The THERAPIST Pro 3.0. Links to downloads for all of our products are available here. This update has a lot of fixes. The full list of problems corrected and other changes can be found here.

November Madness

For the month of November, all upgrades and cross-grades are $50 off the normal price. For instance, the upgrade from The THERAPIST Pro 2.5 to The THERAPIST Pro 3.0, regularly $449, is only $399 (pssst, all of the upgrade prices to Pro 3.0 will actually increase on January 1 but it's a secret so don't tell anyone). This special includes upgrades for Aeris Basic, The THERAPIST EZ, and The THERAPIST Pro and the cross-grades to go from one product to another.

If you already upgraded or cross-graded in October, we've got you covered, We will credit your account for $50 in Beaver Bucks that you can apply to any future purchase. Sorry, no cash back but you can use the $50 for technical support, add-ons such as the Codes Module, or future upgrades.

Taxonomy Codes on the CMS-1500

Some payers require entering provider taxonomy codes on the CMS-1500. The first question you might ask is, "What the heck is a taxonomy code?" Well, the simple answer is that it is a code that tells the insurance company what kind of healthcare services you provide. The next obvious question might be "How do I know what my taxonomy code is?" That one is a bit tougher but you can view the list of taxonomy codes, along with other codes used on claims, on the Washington Publishing Company's web site.

Ok, now that you have the code, where do you put it? There's no box marked "Taxonomy Code" on the CMS-1500. Typically, payers want it in the upper shaded part of box 24j with a corresponding qualifier code in box 24i. Okay so far but where do you put it in Aeris Basic or in The THERAPIST? Well, that depends on whether you want it to appear on all claims or only on claims to specific payers.

The THERAPIST Pro

To enter a taxonomy code to print in box 24j for all carriers, go to Setup » Lookup Lists » Providers, edit the provider and select the CMS-1500 tab. Right at the top is where you enter the qualifier (which is ZZ for taxonomy codes) and the taxonomy code.

To enter the taxonomy code for a single carrier, go to Setup » Lookup Lists » Providers and select the provider on the left and select the carrier on the carriers list on the right side of the screen. Double-click the carrier to open the provider-carrier overrides. Add a check to the box labeled Override rendering provider's secondary ID and enter the qualifier ZZ and the taxonomy code.

The THERAPIST EZ

To enter a taxonomy code to print in box 24j for all carriers, go to Setup »Preferences » Provider Preferences, click the Provider Options button and select the Claims tab. Look for the box that is labaled Rendering Provider - Box 24. The second line down is a qualifier (which is ZZ for taxonomy codes) and for the ID, enter the taxonomy code.

To enter the taxonomy code for a single carrier, go to Setup » Preferences » Provider Preferences and select the Carrier Options button. On the list, select the carrier then click the Change button to open the provider-carrier overrides. Add a check to the box labeled Override rendering provider secondary ID and enter the qualifier ZZ and the taxonomy code.

Aeris Basic

To enter a taxonomy code to print in box 24j for all carriers, go to Setup » Lookup Lists » Providers. Select the provider and click the Change button. In the upper right of the General tab, enter ZZ in the entry for the shaded part of box 24i and the taxonomy code for 24j.

To enter a taxonomy code to print in box 24j for all carriers, go to Setup » Lookup Lists » Providers. Select the provider and click the Change button. Go to the Carrier-Specific IDs tab, select the carrier then click the Change button to open the provider-carrier overrides. Add a check to the box labeled Override rendering provider secondary ID and enter the qualifier ZZ and the taxonomy code.

Getting to Know You

Part of our business is protecting our customers and it's a job we take very seriously. One way we do that is to keep track of who is allowed to contact us on your behalf. From taking orders to providing technical support, we want to make sure that the people we talk to about your account really are authorized by you to do so.

We have had unfortunate situations such as a disgruntled former employee who wanted codes that would have allowed her to access information she had secretly copied before she was let go. Fortunately, in that case, the customer let us know that this person was no longer part of their organization so we were able to prevent the worst from happening. We've also had several instances where people who had left the organization or who had no affiliation to the practice called us trying to transfer their software license to someone else. Other situations are not so critical but it is really useful for us and for you if we know the names of the people in your office who are authorized to contact us.

If you have staff changes or if you just want us to know who is allowed to update your account, purchase products and services, obtain various unlocking codes, or use technical support, please let us know. Also, if you have a technical consultant or are working with a computer vendor who might call us, it's a good idea to let us know this in advance so we don't delay things, and potentially cost you more money, by telling them that we can't talk to them without your approval. We try to be vigilant and having this information helps us help you.