Preparing for Aloha's Insurance Billing Services
Before you meet your assigned RCM manager from the Aloha Billing team, please complete the following steps:
Required Steps to ensure accurate billing:
- Review the status of your payers on Office Ally or Availity and verify if they are non-participating members to determine the best clearinghouse to use: Understanding Payers in Office Ally and Availity
- Create your account with the appropriate Clearinghouse— we will need your SFTP username and password.
- Schedule and complete appointments on the Aloha calendar
- Upload copies of your payer contracts and fee schedules into the "Payer Cabinet" for your RCM manager to easily access.
- When adding a new payer, the contract(s) must be added to Aloha so your RCM manager can see your rates as well as your in or out-of-network level. The information should include all payer requirements like taxonomy codes, fee schedules, and modifiers.
- Upload insurance cards and authorizations to your client profiles.
- The information will be useful for your biller to know exactly where to bill and verify authorizations as needed.
- Authorizations can be uploaded as part of the client authorization
- Insurance cards should be added to the Client Cabinet
- Please perform verification of benefits for clients before meeting with RCM manager.
- Staff qualifications should be updated so your RCM manager knows the correct modifier to use with each payer.
- Make sure Payer Services are updated and accurate
- Modifiers added at the payer level should be defaulted as much as possible ("Highest Credential" will pull the modifier based on the qualification in the staff profile).
- If you need assistance ensuring you set your default modifiers correctly, please get in touch with your CSM.
- In Settings > System Settings > Billing Settings, both "Auto Post ERA’s” and “Auto Transfer to Secondary” need to be toggled ON.
The manager assigned to your account will contact you via email. Weekly review of reports includes the following: Appointment Billing Report, Billing Ledger Report and Payer Ledger Report
Please ensure that the below checklist is completed in order for Aloha to begin your billing services. Your designated Customer Success and Revenue Cycle Manager will double check all items are complete before moving forward with billing.
New Client Checklist:
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