Managing records (Staff/Client/Payer)
Track Client Service Authorization Usage
There are a few ways to track authorization usage of your clients. If you are new to Aloha, make sure to deduct what was used in your previous system when entering new authorizations. For example, if you have 48 units of 97151, but billed out 8 units ...
Updating a Payer's Fees/Required Credentials/Modifiers
If the requirements or fee schedule from a payer changes, you will want to update your rates in Aloha. This also applies if you decide to raise your charge rates as an organization. 1. Go to the Payer section and select the Payer who's rates you ...
Disable/deactivate a Staff or Client record
How do I deactivate a profile for a client or staff who is no longer with us? Access staff/client profile Edit the staff's profile Toggle the field Status to Inactive. Choose an inactive date. If you do not choose a date, the profile will remain ...
Setting up Staff & Client Logins
Creating a new staff login/account The staff's profile will need to be added before you can issue them an account. To add a staff Click Settings from the navigation bar Next click Security > User Accounts The User Accounts page will default to users ...
Managing NPI Numbers / Medicaid IDs / Tricare/Taxonomy Codes
Adding Provider Identifiers (NPI/Tricare/Medicaid/Referring Provider) and Taxonomy Codes Adding Provider Identifiers A NPI (National Provider Identifier) & Tricare number is a unique ID for covered health care providers. These numbers are used on the ...
Staff/Client/Payer Management Overview
Setting up Payers Pay close attention to this section, this will determine the methods and rates to bill each payer. You will have a few choices when adding a new payer and they are Insurance, Regional Center, School and other payers. Please make ...