‭SALES ORDER TEMPLATE STOP/HOLD REPORT PROCESS‬

‭***NOTE: Never disable a “BILL” template***‬

‭Type‬‭“STOP”‬‭on the search bar in BT‬

‭ lick on‬‭“Sales Order Template Stops”‬

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‭Click‬‭Request Report‬‭>‭R
‬ efresh‬‭>click on‬‭notebook icon‬‭to pull up report‬

‭-Repeat this step at the end to make sure you didn't miss any patients-‬

‭ opy and paste the template ID or pt name, however you want to look up the pt to check‬
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‭eligibility‬
‭You can check all elig on Tricare Humana‬
‭Make sure the name and DOB match what we have in BT‬
‭➔‬ ‭If not, change it to match Tricare‬
‭➔‬ ‭Remember if you change the name or DOB on the insurance tab then you must‬
‭change it in the main acct as well‬

‭ELIGIBLE‬
‭If they are elig with no changes…‬
‭Click‬‭“Manual Eligibility Check”‬
‭DONE>move to the next patient‬
‭CHANGED REGIONS‬
‭If the pt changed regions from west to east or east to west or overseas, etc…‬
‭Click “Manual Eligibility Check”‬

‭➔‬ S
‭ ee when they changed regions by checking elig on west region website since‬
‭your able to change the DOS on the elig page‬
‭Add‬‭term date‬‭on‬‭insurance tab‬‭>‬‭save‬

‭ dd Policy>select the new Tricare region>complete as normal>make sure to check‬

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‭manual elig after you save the new Tricare region‬

‭Add a Note in the pt acct.‬

‭ o to templates to disable the FIRST or NEW3X or BOTH (whatever template we need‬

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‭to stop from dropping)‬

‭If the‬‭BILL template‬‭is still‬‭ACTIVE‬‭…‬

 ‭ o to‬‭BILL Template‬
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‭In the‬‭Reference‬‭add today's date and‬‭SEND RX/EOB‬‭TO EAST‬‭or WEST next to the‬
‭word BILL‬‭(Don't ever delete the word BILL)‬
‭In‬‭USER 1‬‭type‬‭PT CHANGED REGIONS‬

‭ dd Insurance on SO‬‭>check the box that states Include‬‭this payor level on sales order‬
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‭under‬‭insurance tab‬

‭A popup will appear>click‬‭Primary‬‭>‬‭Save‬

‭Reselect the‬‭Proc code‬‭and‬‭price option‬‭on the BILL‬‭template under‬‭items tab‬

‭Save‬

‭DIFFERENT ADDRESS‬
‭If the pt address is different from what Tricare shows…‬
‭Click‬‭“Manual Eligibility Check”‬
‭Add a‬‭Note‬‭in the pt acct.‬

‭ o to templates to disable the FIRST or NEW3X or BOTH (whatever template we need‬

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‭to stop from dropping so we don't ship it to the wrong address)‬
‭NO LONGER ELIG‬
‭ lick‬‭“Manual Eligibility Check”‬
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‭Add a‬‭Note‬‭in the pt acct.‬

‭ o to templates to disable the FIRST or NEW3X or BOTH (whatever template we need‬

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‭to stop from dropping)‬
➔
‭ ‬ ‭If the BILL template is still ACTIVE‬
‭Go to‬‭BILL‬‭Template‬
‭In the reference add‬‭INS TERM 1/1/2022‬‭next to the‬‭word BILL‬‭(Don't ever delete the‬
‭word BILL)‬

‭Uncheck‬‭the box that states Include this payor level‬‭on sales order under insurance tab‬

‭Reselect the‬‭Proc code‬‭on the BILL template under‬‭items tab‬

‭Save‬
‭COVERAGE WILL BE TERMING SOON‬
‭ lick “Manual Eligibility Check”‬
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‭Add a Note in the pt acct.‬

‭ o to templates and adjust the end period.‬

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‭Example 1:‬
‭On 10/10/2022 their insurance will term on 3/5/2023 and their NEW3X will drop on‬
‭10/11/2022. We will drop it only 1 more time (Oct, Nov, and Dec)‬
‭Example 2:‬
‭Oct‬‭3 month template-YES‬
‭BILL‬‭Nov‬
‭BILL‬‭Dec‬
‭Jan‬‭3 month template-NO GO‬
‭BILL Feb‬
‭BILL March (but the insurance terms before we are able to get this paid)‬
‭We will‬‭NOT‬‭drop it 2 more times due to that March‬‭DOS‬

‭ nd Period‬‭minus‬‭Periods Ran= How many more times‬‭the template should drop‬

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‭In this case it would only drop 1 more time‬‭2-1=1‬
‭(Other examples: 7-1= 6 times, 4-2= 2 times, 7-6= 1 times)‬