Money

The claim, from the visit to the clearinghouse

auro Academy·The ledger
the plate for the lesson The claim, from the visit to the clearinghouse

The signed note becomes an 837, sent the same night, and tracked until the remittance arrives.

Where it happens

The ledger, in auro Money. This lesson is part of the Money track.

What this lesson covers

  1. Step 1

    Coding

    CPT and ICD are drawn from the note and the plan and checked against the payer’s rules before the claim leaves the building.

  2. Step 2

    The 837

    The claim goes out through Office Ally, Availity, or the payer directly, with its status visible on the record it came from.

  3. Step 3

    Tracking

    Accepted, rejected, paid. The status sits on the visit, not in a separate system somebody has to remember to open.

  4. Step 4

    The 835

    The remittance posts itself to the ledger and matches against the claim. In the pilot, 98% of claims were paid on first pass.

  5. Step 5

    What is held, and why

    A short-pay or a denial is held with its reason, and the verification taken before the visit is sitting beside it.

After this lesson

You can follow one claim from a signed note to its remittance and say where it is now.

The Academy keeps a record of what each person has completed. It is a record, not a credential: auro accredits no one, and no lesson carries CE or CEU credit.