Page Comparison

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1. Search for the patient

   1. If the patient has multiple cases, you will need to go to the right hand side to select the case you would like to generate charges for.

2. For Multi-Provider accounts, click on the 'Provider' drop-down & select the Provider that is to appear as the 'Rendering Provider'.

3. Click Create New Visit & select the Date of Service from the calendar.

4. Financial: Displays the case and either the insurance attached to the case or the word “Self” for cash patients

   1. If the patient has more than one insurance associated with that case, you can select the insurance company from the drop down

   2. Fee Schedule Group:  Select a Fee schedule group to charge the patient with (Optional)

   3. Deductible:  This is not an active field but will show the deductible for reference that was entered in the patients profile for insured patients

   4. Apply Patient Co-Pay/Co-Insurance: Check this box to make that amount patient responsibility for insured patients

Adding ICD Codes:

1. Search the ICD codes from the box by the code or Description or by selecting from the Favorite List

2. Click 'Add' (you can enter up to 12 ICD codes)

3. Users can click > drag > drop in order to rearrange the ICD codes. To remove a code, select the check box to left of the code followed by delete.

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Adding CPT Procedure Codes:

1. Search the code by code or description or by using the Favorite List. Make any necessary edits

2. Click add

Editing CPT Codes

1. To change the order, you are able to click/drag/drop into the order you would like.

2. To edit the details you will click on the pencil icon to the right of the line item.

3. Click

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1. FINISH EDITS.

Adding an Extra Charge to DOS

1. Click Add Extra ChargeADD EXTRA CHARGE.

2. A new window will appear where you can select the category or the name of the extra charge you want. you can add multiple extra charges.

3. Make any necessary edits

4. Click Save and close

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1. SAVE AND CLOSE.

To Finalize Charges

• Click Save SAVE to move the visit to Approve Charges

  • You will receive a notification at the bottom of the screen showing your changes have been saved

• Click Save and Approve SAVE AND APPROVE to bypass the Approve Charges screen and see the charge in patient accounting.

  • You will receive a notification that the charge has been saved and approved.  

  • There will be an option to collect payment that will take you straight to Patient Accounting for the DOS. See Collecting a patient payment for more information

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Optional:  To Place a Visit on hold
At times, you may not have all the information required to generate a charge the way you need.  You can put these visits On Hold until the information is available.

• At the top of the page there is a drop down menu for On Hold and select reason. To unselect: click Click the X next to the reason to remove.

To View/Delete/Edit Previous DOS

• Search/Select desired patient

• Click on the "DOS" drop down and select the DOS in which you would like to view

• Edit necessary fields or click Delete visit

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