Manual Charges
You can add a Manual charge several different ways: (User must be attached to a Reference Batch)
- Access the ‘Charges Dashboard’ by clicking 'Charges' on the sidebar menu or '3' in the 'Go' box.
- From the patient's appointment.
- To go directly to the entry of a new charge, type ‘NC’ in the 'Go' box and [Enter].
Patient Demographic Fields Defined
| FIELD | DESCRIPTION |
1 | Patient | Identify who received the service, search by ID, or name |
2 | Edit area | Auto-populates after Patient entered, Edit link allows updates |
3 | Last Service | IF any services show the most recent – click for full details |
4 | Appointments | Allows user to link charge to appointment |
5 | Case | Often used for Workman's Comp, Pregnancy, PT etc. |
6 | Authorization | Select Add Manually if there is no Case |
7 | Guarantor | Responsible party for the encounter |
8 | Insurance | Insurance Profile for this claim |
9 | Facility | Facility the service was performed |
10 | Place Of Service | Where the service took place |
11 | Rendering | Provider/Entity who performed the service |
12 | Billing | Who is Billing for the service, defaults to same provider as Rendering |
13 | Referring | Provider who referred the service |
14 | Supervising | Provider who is supervising |
15 | Statement | Type of Statement, default to system setting |
16 | Admitted | Date patient is admitted, if applicable |
17 | Discharged | Date patient is discharged, if applicable |
18 | ANSI Field Group | Provide additional information in reference a specific service |
19 | Accident | Show/enter Accident details |
20 | Template | Can be set in Libraries |
21 | Line Note | Claim level billing note |
22 | ICD toggle | Toggle to IC9 for DOS before 10/1/15, defaults to ICD10 |
23 | DX 1-12 | Primary DX and all following |
24 | DOS | Date service was rendered |
25 | Facility | Auto-populates based on Facility entered above |
26 | POS | Auto-populates based on Place of Service entered above |
27 | M1-4 | Modifier |
28 | DX Link | Pointer(s) to Diagnosis field(s) |
| Billable | Y - Bill all parties on insurance profile in the order specified N - Don't bill anyone |
29 | P- Bill the Guarantor for the Patient, but not the insurance | |
30 | Fee | Auto-populates based on fee associated with the CPT |
31 | Unit | Default value is 1, change only if applicable |
32 | Total | Calculated based on the values in the Fee and Unit fields |
33 | Line Note | Free text a billing note if applicable |
34 | Line | Summation of the Line, click to make corrections |
35 | Copay/Apply | Click to enter copay/ apply indicates a copay is posted |
36 | Force Primary | Check box to override Insurance library settings |
37 | Type | Defaults to Production, Incomplete is also available |
38 | Encounter claims | Claim status of the encounter |
39 | Next action | Choose the next page |
40 | Save | Save the encounter |