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Each user needs their Provider NPI
User Permissions Required (contact your BestNotes System Administrator for user permissions):
Step 1 - Contact Setup
Before a claim can be submitted, a client needs the following in their demographics / profile page:
- Full Name, DOB, Gender, Home Address
- If your company has Payers in Settings, this information needs to be added in the client's Episode tab (For more information, Click HERE)
- For more information on adding Payers to Settings, Click HERE)
- Payers need their full information
- If the client is a child, the Related Contact(Parent / Guardian) needs:
- The Guarantor relationship checked
- If your company has Payers in Settings, a Payer needs to be added in the related contact's Episode tab (For more information, Click HERE)
- Full Name, DOB, Gender, Home Address
![]() | NOTE: If any information is missing, you will receive a validation error. Click OK to display the error. Once the error is corrected, click Prepare Order again. |
Step 2 - Prepare Order
Click Prepare Order. Select the Ordering Provider and click Continue to Orders.
Proxy lab orders are a generated order on behalf of another provider.
NOTE: If a window appears to allow a web browser to be opened, check Remember, then click Launch Application.
Your company’s bestnotes.com/halfpenny new order screen opens. The first section is populated with the Patient’s information: including demographics and insurance from the Episode tab. For more information, Click HERE.
You can open and close each section by clicking on the Plus + icon or the header bar.
The next Section is the Order Data.
Select a Bill Type
- Client = billed to facility
- Insurance = billed to insurance
- Patient = billed directly
Add a diagnosis code in the third dropdown.
Finally, click Submit to send out the claims.
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