If you bill insurances, and are submitting more than a few claims a month, connecting an Open Practice Solutions (OPS) account to your Cerbo build can make insurance billing much easier (especially if you have a biller). OPS (sometimes called OPM) is a billing platform that comes with its own clearinghouse and tools to easily submit, track, and manage claims generated by the office.
To get an account set up, just go to https://www.openpractice.net/contact/ and contact OPS. They can set up a demo and activate an account. Once you've established an account with them, OPS will contact Cerbo directly to get the account integrated.
How it works:
The integration between Cerbo and Open Practice Solutions is a one-way sync that allows Cerbo to push data into OPS - whenever a patient's demographics are edited (name, date of birth, phone numbers, address, insurance company, etc), Cerbo will update the patient demographics in OPS, and whenever an encounter note is signed it will create a complete/coded claim in OPS within a minute of the signing event.
There are a few things to keep in mind about the integration:
In general, the sync works quite well, but there are a couple of things that can come up that you should be aware of:
- Merging duplicate patients: One spot where practices might have trouble is with patient merges. IF there are duplicate charts on our side then there will be duplicate charts on their side. An issue can arise of users aren't careful when merging these charts. If Cerbo patient #30 is merged with patient #45, leaving #30 as the "final" copy (and archiving #45) and they them go into OPS (who also has a merge function) and merges the opposite direction - so they merge the chart associated with our #30 into the chart associated with our #45, leaving the #45 chart remaining in OPS, then when we send charges over (DFT HL7 messages) their system won't know who to associate them with because we're saying "Patient #30" and on their end, patient #30 no longer exists.
Users should be careful when merging to make sure that they're merging consistently between the two platforms to make sure that the patients end up with the same Cerbo MRN in both systems. However, if you make a mistake just contact support and the Cerbo team should be able to straighten it out.
- If a claim isn't pushing over, the most likely cause is that
- it is either missing a diagnosis (ICD10 code), or the added code after the note was signed
- it is missing at least one charge that is checked to be insurance billed AND has a billing code
- it *was* missing a qualifying charge (see previous bullet) at the time it was signed/synched