Page Comparison

...

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' (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.

...

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 FINISH EDITS.

Adding an Extra Charge to DOS

...