Submitting plans and invoices to HCAI requires a 'Managing patient invoices' permission on your account. You can check with the Clinic Manager to see if you have such permission.
To manage the HCAI plans and invoice for a patient, navigate to the patient profile, and then to Billing > HCAI:
HCAI documents (plans, invoices, and Form 1) are organized under cases on Embodia. Start by creating a new case by clicking on the New case button. Enter the case name, and optionally provide any tags you want to associate with the case.
Once a case has been created, you can start adding documents to it. Click on New document, and select the type of document you want to add:
In the popup form, enter the date of the accident, and the claim number and/or the policy number. The next time you add a document to this case, this information will be auto-populated. If your clinic has define any templates, you will also be able to select the starting template for this document.
You can then proceed with filling out the HCAI document. Submitting HCAI documents from Embodia is very similar to submitting HCAI documents from the HCAI portal. If you need help with completing documents, you can use the HCAI provider support for information on how to complete certain documents.
When you've finished completing a document, click on the Save button:
This will redirect you to the document page, where any errors will be listed. To fix those errors, click on the Edit button. This will direct you back to the form where the potential errors will be highlighted.
Once all the errors have been fixed, you can submit the document to HCAI by clicking on Submit document to HCAI:
Once a document is submitted to HCAI, its status will be changed to Submitted. Embodia will also automatically check the status of the adjudication on a daily basis (you can see the last time Embodia checked the status of the submission with HCAI by hovering over the question mark icon).
Once a document has been adjudicated (approved, partially approved, or declined), its status will be updated accordingly.