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Cheat sheet

AAPC CPB Cheat Sheet

Revenue Cycle

20%of exam

Patient AccessCharge CapturePostingCollectionsA/R Workflow

Payer Billing Rules

20%of exam

MedicareMedicaidCommercialTRICAREWorkers Comp

Claim Submission

20%of exam

CMS-1500UB-04837PPOS CodesClearinghouse

Denials and Appeals

15%of exam

CARCRARCGroup CodesAppeal LevelsCorrected Claims

Compliance

25%of exam

HIPAAFCAStarkAKSABNModifiers

Quick Facts

Exam
CPB
Credential
Certified Professional Biller
Owner
AAPC
Questions
100 MCQ
Time
4 hours
Pass
70%
Cost
$300 member / $400
Format
Remote or center
CEUs
36 per two years

RCM Flow

Register, verify, code, submit, post.

AccessEligibilityChargeClaimPayment

Revenue Cycle Stages

Registration
Demographics captured
Eligibility
Verify coverage
Authorization
Prior approval
Charge capture
Services billed
Coding
Codes assigned
Submission
Claim sent
Adjudication
Payer review
Posting
Payment applied
Follow-up
A/R worked
Collections
Patient balance

Cost Sharing

Premium
Monthly plan cost
Deductible
Annual out-of-pocket first
Copay
Fixed visit amount
Coinsurance
Percent after deductible
OOP max
Annual stop-loss
Allowed amount
Contracted reimbursement
Balance bill
Above allowed amount
Write-off
Contractual adjustment

COB Order

Employer, Medicare, birthday, decree.

Active employer firstBirthday rule kidsDecree overrides

Medicare A vs B

Part A

  • Inpatient hospital
  • SNF and hospice
  • Premium-free usually

Part B

  • Outpatient services
  • Physician visits
  • Monthly premium

Facility vs outpatient

Coordination of Benefits

  1. Patient has employer planEmployer primary(Other secondary)
  2. Active employee plus MedicareEmployer primary(20+ employees)
  3. Retiree plus MedicareMedicare primary(Retiree secondary)
  4. Children, both parents coveredBirthday rule(Earlier birthday)
  5. Custody decree existsDecree wins(Overrides birthday)
  6. Workers comp injuryWC primary(Always first)
  7. Auto accidentAuto/MedPay first(Liability rules)
  8. TRICARE plus otherOther primary(TRICARE last)

Payer Types

Medicare A
Inpatient hospital
Medicare B
Outpatient physician
Medicare C
Advantage plans
Medicare D
Prescription drugs
Medicaid
State low-income
Commercial
Private insurance
TRICARE
Military families
CHAMPVA
VA dependents
Workers comp
Job injury
Liability
Auto/third party

HMO vs PPO

HMO

  • PCP referrals
  • In-network only
  • Lower premium

PPO

  • No referral
  • Out-of-network allowed
  • Higher premium

Gatekeeper vs flexible

PAR vs Non-PAR

PAR

  • Accept assignment
  • Allowed amount payment
  • No balance bill

Non-PAR

  • May not accept
  • Limiting charge applies
  • 115% non-par fee

Contracted vs not

HIPAA Transactions

837 send, 835 paid, 270 ask.

837: claim835: remit270/271: eligibility276/277: status

CMS-1500 vs UB-04

CMS-1500

  • Professional services
  • Physician/supplier
  • 837P electronic

UB-04

  • Institutional services
  • Hospital/SNF/HHA
  • 837I electronic

Provider vs facility

Form Picker

  1. Physician office serviceCMS-1500(837P electronic)
  2. Hospital inpatient stayUB-04(837I electronic)
  3. Hospital outpatientUB-04(Facility claim)
  4. Ambulatory surgery centerCMS-1500(Professional claim)
  5. Home health agencyUB-04(Institutional)
  6. Independent labCMS-1500(Professional)
  7. DME supplierCMS-1500(To DME MAC)
  8. Anesthesia serviceCMS-1500(Professional)

Claim Forms

CMS-1500
Professional paper claim
UB-04
Institutional paper claim
837P
Professional electronic
837I
Institutional electronic
Box 21
Diagnosis codes
Box 24
Service lines
Box 27
Accept assignment
Box 33
Billing provider
Revenue code
UB-04 department

HIPAA Transactions

837P
Professional claim
837I
Institutional claim
835
Electronic remittance
270/271
Eligibility inquiry/response
276/277
Claim status
278
Authorization request
820
Premium payment
834
Enrollment

Place of Service

11
Office
12
Home
21
Inpatient hospital
22
Outpatient hospital
23
Emergency department
24
Ambulatory surgical center
31
Skilled nursing
81
Independent lab

Denial Group Codes

CO contract, PR patient, OA other.

CO: write-offPR: bill patientOA: adjustmentPI: payer

ERA vs EOB

ERA

  • Electronic 835
  • Provider remittance
  • Auto-posts payments

EOB

  • Paper explanation
  • Patient or provider
  • Human readable

Electronic vs paper

Denial Workflow

  1. Read ERA/EOBIdentify CARC(Group code first)
  2. Missing informationCorrect and resubmit(CO-16)
  3. Modifier errorAdd correct modifier(CO-4)
  4. Medical necessitySend records(Appeal with notes)
  5. Timely filingProvide proof(CO-29)
  6. Patient responsibilityBill patient(PR group)
  7. Bundling editVerify NCCI(Modifier if distinct)

Common Denial Codes

CO
Contractual obligation
PR
Patient responsibility
OA
Other adjustment
PI
Payer initiated
CO-4
Modifier missing/invalid
CO-16
Missing information
CO-29
Timely filing expired
CO-50
Not medically necessary
CO-97
Service bundled
PR-1
Deductible amount

Medicare Appeals

MAC, QIC, ALJ, Council, Court.

1: Redetermination2: Reconsideration3: ALJ4: Council5: Court

Denial vs Rejection

Denial

  • Claim adjudicated
  • Decision rendered
  • Appeal possible

Rejection

  • Front-end failed
  • Never processed
  • Correct and resubmit

Processed vs unprocessed

Medicare Appeal Levels

Level 1
Redetermination by MAC
Level 2
Reconsideration by QIC
Level 3
ALJ hearing
Level 4
Appeals Council review
Level 5
Federal district court
Corrected claim
Rebill with fixes
Reopening
Minor error correction

ABN vs NEMB

ABN

  • Medicare may deny
  • Patient signs first
  • Form CMS-R-131

NEMB

  • Service never covered
  • Voluntary notice
  • Statutorily excluded

Maybe denied vs never

HIPAA Rules

Privacy Rule
PHI use/disclosure
Security Rule
ePHI safeguards
Breach Rule
Notification required
Covered entity
Provider/plan/clearinghouse
Business associate
Vendor with PHI
TPO
Treatment payment operations
Minimum necessary
Least PHI shared
NPP
Privacy practices notice

HIPAA Violation Tiers

Tier 1
Did not know
Tier 2
Reasonable cause
Tier 3
Willful neglect, corrected
Tier 4
Willful neglect, uncorrected
Civil
OCR enforcement
Criminal
DOJ prosecution

Fraud and Abuse Laws

FCA
False claims liability
AKS
Kickback for referrals
Stark
Physician self-referral
CMPL
Civil monetary penalties
Exclusion
OIG bars participation
Qui tam
Whistleblower suit
Upcoding
Higher level than documented
Unbundling
Separating bundled service

Biller Modifiers

-25
Separate same-day E/M
-26
Professional component
-TC
Technical component
-50
Bilateral procedure
-59
Distinct service
-91
Repeat clinical lab
GA
ABN on file
GY
Statutorily excluded
GZ
Expected denial, no ABN

Common Traps

Denial vs Rejection

Denial processed, appeal Rejection front-end, resubmit

CMS-1500 vs UB-04

Professional services use 1500 Facility services use UB-04

ABN vs NEMB

ABN: Medicare may deny NEMB: never covered statutorily

Upcoding Shortcut

Documented level codes Higher level than documented

Bundling Override

Modifier with documentation Modifier just to unbundle

Patient Balance

PR codes bill patient CO codes write off

Birthday Rule

Earlier birthday primary Older parent primary

Last Minute

  1. 1.CMS-1500 = professional; UB-04 = facility
  2. 2.837P send; 835 receive; 270 eligibility
  3. 3.CO = write-off; PR = bill patient
  4. 4.Medicare A = inpatient; B = outpatient
  5. 5.ABN before Medicare possible denial
  6. 6.Modifier -25 needs separate E/M
  7. 7.Stark = self-referral; AKS = kickback
  8. 8.Verify eligibility before every visit
  9. 9.Appeal ladder: MAC, QIC, ALJ
  10. 10.HMO needs referral; PPO does not
  11. 11.Workers comp always primary payer
  12. 12.Birthday rule for dependent children
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