The Billing Hold Report allows you to see ANY case policies where a Billing Hold (Hold HCFA) was selected in a Patients Insurance Policy to stop ALL HCFAs from being generated on a case.
Patients where a hold HCFA status was placed on a specific charge in a patient’s case to stop a HCFA from getting generated for that specific charge only.
Billing holds will remain until the billing hold is removed.
To Generate the Report
Select Date Filter:
Katana will default to “Everything before Today” but you have several options to choose from:
Range of Days, Day, Week, Month, Quarter, Year, Everything before today and Everything After a specific time frame.
The Report is split into 2 categories. Case Policies and Charges
Each section will show the Patients Name and Case Description.
The Case Policy displays the insurance payer the patient is attached to and policy date.
The charges area shows the charge CPT code/Description and Appointment Date
To Download/Print a Report
All reports will display a toolbar at the top of the page when generated.
You will be able to Print and Export the document. You will see the Red Circle is highlighting the Print button and the Red Arrow is pointing to the Export options. X=Excel, A=Adobe and W=Word.
- Support Information -
If you have any questions or need assistance with this process please contact Support by:
Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.***This has the fastest response time***
Phone (call or text): 909-378-9514
Business hours: Monday-Friday, 8:00am-6:00pm CST
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