Billing: An Overview

Billing Claims in Aeon Early Access - Is it right for you?
Description
Location
Set up Billing Information
Use
Permissions
Limitations
Issues

 

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Billing Claims in Aeon Early Access - Is it right for you?

Aeon's Billing Functionality is being released in stages.  To determine if it's a good fit for you at the current stage, here are some highlights:

 

 

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Description

The billing feature during Aeon's Early Access enables clinics to create claims for billing through the Aeon system. Claims can be generated from an appointment, a patient's chart note, or a patient profile. A billing index page provides a comprehensive list of claims for the clinic, each containing the required information for submission to insurance.

The system integrates with Clinicaid to retrieve fee schedules and procedure schedules per province. However, the system does not handle direct claim submission to insurance. Instead, users must export claims via the "Ready for Export" tab in the billing index and manually upload them to their billing management system. Claims can be manually edited within Aeon, but the system does not track claim statuses or rejections in Early Access.

The core tasks you'll complete with Aeon's billing include:

• Create billing claims from multiple access points: appointment calendar, chart notes, and patient profiles
• View and manage claims through the billing index
• Integrate with the ClinicAid API for automated fee schedule updates and procedure codes
• Export billing claims via the "Ready for Export" tab for upload to a billing management system
• Manually edit claims before and after export if needed

 

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Location

There are several locations you can add and view your billing entries:

Create: Within a Calendar Entry

Once a Calendar Appointment has been created, you'll find the billing icon in the Appointment Details panel on the right of your screen:

 

Create: Within a Chart Note

A billing entry can be created within a draft Chart Note or by adding an amendment to a Signed Chart Note:

 

 

Create: Within the Patient Profile

After you open the Patient's Profile, you can use the "New Claim" link to create a billing entry for this patient:

 

 

View: Billing Entries

You can view the Draft, Ready for Exporting, and Exported billing entries by clicking the Billing icon on the left side of the page:

 

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Set up Billing Information

If you have a new Patient and/or your clinic is new to Aeon, here are the setup steps.  

Set up the Patient

The following information is pulled from the Patient Profile to the Billing Export:

• Patient Name
• Patient PHN

To view/edit this information:

1. Open the Patient's Profile

2. See the Patient Name and PHN at the top left of their profile

If the information is missing or incorrect:

3. Click Edit

4. Fill in the fields

5. Save

 

 

Set up the Clinic

The following information is pulled from the Clinic Settings to the Billing Export:

• Province
• MSP Facility Number

To view/edit this information:

1. Click Settings in the left column

2. Click Clinic

3. Click the Edit icon to edit Clinic information (including address and MSP Facility Number)

4. Click Save/Update

 

 

Set up the Practitioner

The following information is pulled from the Users Settings to the Billing Export:

• Practitioner Title
• Practitioner First Name
• Practitioner Last Name
• Payment Number
• Practitioner Number

To view/edit this information:

1. Click Settings in the left column

2. Click Users

3. Click on the name of the Practitioner to edit information

4. Click Edit

5. Enter the information for the Practitioner

6. Click Save/Update

 

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Use

Here are the 6 steps to submit your Billing Claims to MSP: