Entering Charges

1. Number of Previous Visits to Display: Set the default number you want to have.

2. If you wish to have the Item Code to show instead of the CPT code on charge entry, you can check this box.

3. You are able to allow a blank Referring Physician by checking the box.

4. Box 19 can automatically have "PAY OR DENY IN 30 DAYS" automatically appear by checking the box.

5. Always places charges on hold: Most offices dont check this as the charges wont bill out.

6. Auto Distributing the patient payment among the services is helpful. If you wish to have that, you will check this box.

7. If you wish to have a receipt automatically generate after charge entry, you will have to have this checked.

8.  The notes that appear at the bottom of the charge entry in the yellow Notes box are selected from this drop down.

Entering Patient Payment in Charge Entry

9. If you wish to have a payment automatically populate in the tendered amount based on their insurance details you can check this box.

10. Its suggested to check the Force Reason for Adjustment for future to look back at why there was an adjustment.

11. If a patient tenders cash, you can pull the full amount of what they paid and then decide how you want any overage to calculated. Either to Change Due back to the patient or a New Credit for future use.

EHR

12. If you wish to have the option to change the provider if that provider is different than their case defaults, you can click yes.

Once the doctor has completed a superbill in the EHR, the charges will get filtered to Charge Entry for processing.  Charge Entry is located on the left hand menu.

Once the screen is open you will see on the left a list of patient names that are waiting to be processed.  On the right side you will see the details of the charges for each patient.

Looking to the left you will see a filter at the top where you can filter by a specific rendering provider. There is also a search box if you want to look for a specific patient name. The individual columns are then labeled.

1.  DOS - This is the date of services for charges to be processed

2.  Patient - The patient name is underlined as a hyperlink for quick access to the patient menu

3.  Carrier - Shows the carrier the charges are going to be processed with 

4.  Total - Gives the total amount of the charges

5.  Patient Balance - This is showing the current patient balance

6.  Orange button - This is for a quick process of the charges button

From your left hand side click on the patient you wish to process the charges.

On the right hand side will display the charges that were flowed from the EHR superbill.

The Trash can: Allows you to delete a row

Hold: If the box is checked, the charge will not bill.  

Item: Item that is entered into the system.

CPT: This is the code that will be send to the insurance if this is being billed.

Description: Describes what the Item / CPT is.

Mods: These are the modifiers attached to the item / CPT code.

Pointers: Shows the diagnosis codes that the doctor used for each item / CPT code.

Unit Amt: Amount per unit of item / CPT code.

Tax: If an item / CPT has tax, that amount will show in this column.

Total: Adds the cost of the item in the row including the tax.

Payment: Any patient payment that is applied to the charges will appear in this column.

Credit: If a credit is applied it will reflect here.

Adj: If an adjustment is entered with the charge you will see it in this column.

Balance: This accounts for the total of the charge and tax minus any payments, credits and adj applied to the item / CPT code.

1. Recommended Payment: Will populate based on what is filled out on the Insurance Coverage Details

2. Amount Tendered: If you are collecting payment at this time, you will enter what the patient has paid.

3. Adjustment: Any adjustments you wish to apply to this visit.

4. Apply to Charges: You decide how much is applied if any to the current visit you are processing.

5. Ref No: You can enter any reference number you want

6. Notes: Helpful if you wish this to show "co-pay" or "co-ins" as an example.

Depending on your settings you can have a receipt automatically populate to print out or you can select not to print a receipt.

Adjustment

Calendar

1. Select the date that you want to make the appointment
2. You can select the visit type of the appointment you are making the appointment for
3. Click on the time and provider you wish to schedule the appointment and you will see the patient name appear
4. As you are selecting appointment times they will appear on the bottom left hand corner
5. Click Schedule Appointments button to complete scheduling
6. You can leave the Print Future Appts Report or un-check depending on your preference

If the patient has multiple cases, there will be a box on the bottom left for you to select the case.