P-<Number> i
Provider-Based Billing Retrieval
March 11, 2024
December 09, 2014
User Guide
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P-03348 (03/2024)
Table of Contents
1 Introduction.................................................................................................................................. 1
2 Access the Provider Based Billing Page ........................................................................................ 2
2.1 Provider Based Bills―Comma-Separated Values Format ...................................................... 6
2.2 Provider Based Bills―Portable Document Format ................................................................. 9
March 11, 2024
Provider-Based Billing Retrieval User Guide
1 Introduction 1
1 Introduction
This functionality allows users with the necessary role to retrieve provider-based billing summary
reports through the secure area of the ForwardHealth Portal. Provider-based summary reports
are available for users to download in .csv or .pdf format.
The provider-based billing process runs monthly on the first full weekend of every month and
files are available once the process is completed.
For information about electronic payments, refer to the ForwardHealth Portal Electronic
Payment User Guide.
March 11, 2024
Provider-Based Billing Retrieval User Guide
2 Access the Provider Based Billing Page 3
2. Click Login. A Sign In box will be displayed.
Figure 2 Sign In Box
3. Enter the user's username.
4. Click Next. A Verify with your password box will be displayed.
Figure 3 Verify With Your Password Box
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Provider-Based Billing Retrieval User Guide
2 Access the Provider Based Billing Page 4
5. Enter the user’s password.
6. Click Verify. The secure Provider page will be displayed.
Figure 4 Secure Provider Page
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Provider-Based Billing Retrieval User Guide
2 Access the Provider Based Billing Page 5
7. Click Provider Based Bills (PBB) in the Quick Links box near the right side of the page. The
Provider Based Billing page will be displayed.
Figure 5 Provider Based Bills (PBB) Page
Links to the OnBase provider-based billing summary reports are available under the Provider
Based Billing heading.
Note: Provider-based billing summary reports are only available to admin users and clerks
with the Prov Based Billing clerk role. If the user does not have the correct security role to
access this functionality, they will receive an OnBase error message stating the document
could not be loaded. If this user should have access and does not, the user should contact
their administrator. Portal administrators should refer to the ForwardHealth Provider Portal
Account User Guide for instructions on assigning roles in the Portal.
8. Proceed to the following sections to access provider-based billing summary reports in either
.csv or .pdf format.
• Provider Based Bills–Comma-Separated Value Formatting
• Provider Based Bills–Portable Document Formatting
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Provider-Based Billing Retrieval User Guide
2 Access the Provider Based Billing Page 6
2.1 Provider Based Bills―Comma-Separated Values Format
1. Click the Provider Based Bills―CSV Format link from the Provider Based Bills page. The
OnBase document viewer will open.
Figure 6 OnBase Document Viewer
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Provider-Based Billing Retrieval User Guide
2 Access the Provider Based Billing Page 7
2. Click the desired report. A file download icon will be displayed in the bottom left corner of the
page, and the file will download directly to the user’s default download file location. The user can
view all recent downloads by clicking Show all in the bottom right corner of the page.
Figure 7 OnBase Document Viewer Window
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Provider-Based Billing Retrieval User Guide
2 Access the Provider Based Billing Page 8
3. Click the icon to open the file name ending in .txt to verify the .txt file generated is being
retrieved in a format where the data is separated by commas.
Figure 8 Comma-Separated Data
4. Close the file and navigate to the location in which the .txt file was downloaded.
5. Change the extension to “.csv.”
Figure 9 Download File―.TXT Extension
Figure 10 Download File―.CSV Extension
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Provider-Based Billing Retrieval User Guide
2 Access the Provider Based Billing Page 9
6. Double-click to open the file. Note: The fields may need to be expanded to view all of the data,
but the data should be separated correctly by cell.
Figure 11 CSV Formatted File
Figure 12 Cell Width Expanded to Fit Data
2.2 Provider Based Bills―Portable Document Format
1. Click the Provider Based Bills―PDF Format link from the Provider Based Bills page. The
OnBase document viewer will open.
Figure 13 OnBase Document Viewer
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Provider-Based Billing Retrieval User Guide
2 Access the Provider Based Billing Page 10
2. Click the desired report. The PDF file with the provider-based billing information will be
displayed.
3. Scroll down to view the provider-based billing summary report.
Figure 14 Provider-Based Billing Summary Report
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Provider-Based Billing Retrieval User Guide
2 Access the Provider Based Billing Page 11
4. The user can choose to download the report to their computer or print the report by clicking
the icons in the upper right corner.
Figure 15 Download and Print Icons
