Welcome to DocStation!
In this account setup guide, we outline 9 essentials steps to help you get started with your DocStation account. Set aside an afternoon to complete these steps, so you can begin medical billing with confidence. Let's get started!
📚 Tip
Prefer to watch a video? Check out our onboarding video here.
Navigating your dashboard
Add your organization settings such as billing address, tax ID, and NPI number to your profile.
You can manage your organization’s members directly from your dashboard. You have the ability to add new members, remove existing ones, and adjust their roles (e.g., Admin or Member).
Importing your patient list
DocStation integrates with Pioneer, Liberty, and DRX systems. By enabling these integrations, your patient list will automatically sync with your account.
If you're using a dispensing software that doesn’t have a direct integration, you can still upload your patient list manually via CSV file.
Medical billing essentials
ERAs (electronic remittance advices) are designed to contain Explanation of Benefits (EOB) related information like paid claims, denied claims, final status, and payment adjustments. ERA requests can be submitted for Medicare, Medicaid, and commercial payers by using our request form.
DocStation's BIN Billing feature gives you the ability to submit medical claims directly from your dispensing system. This is ideal for billing Medicare Part B for vaccines, durable medical equipment and Part B-covered drugs, as well as billing specialty medications covered under the medical benefit.
Automations are a powerful tool to your streamline medical billing workflow. Automations will search for an NDC to be dispensed in your dispensing software and will generate a claim using your organization-based template.
Templates are a great tool to consistently bill frequently provided services and health plans in a few quick clicks. Claim templates can be created based on your organization's needs or copied from our DocStation template library.
Claim statuses and updates
We know that medical billing can be confusing, but at DocStation our goal is to make this process as transparent as possible. Checking your claim status has never been easier.
Claim reconciliation is important, and at times manual updates may be necessary. Manually updating claims is essential when ERAs are not on file, or when a claim is submitted before completing an ERA for the payer.
More help
On-demand training videos: Check out our video library of onboarding and training videos to help you get started and walk you through some common account questions.
Patient Tags: Tags are a great tool for customizing and categorizing patients lists and identifiers.
Conversations: DocStation's Conversation Center is a HIPAA-secured messaging system for communicating with our support team.
Payer Prediction Tool: Our AI powered tool that performs an automated eligibility check to verify active coverage for patients.