2.3 Approve Charges

APPROVING CHARGES
 
All DOS/Encounters require approval. Encounters moved to the billing queue upon the signing of a medical note & encounters generated directly in billing will be sent to the Approve Charges module.

Go To: BILLING > APPROVE CHARGES
 
To Approve Charges

1. Review the charges by clicking on the down arrow icon.

   1. Click on the Enc # next to the patient to edit their charges and HCFA information.

   2. Click on the patient’s name to bring up their demographic information.

2. Select the check boxes for the visits you would like to approve (see the double down arrow at the top left of the table for selection options).

3. Click APPROVE SELECTED at the bottom.

4. The date of service will now appear in the patient’s account. If this is an insured patient, their claim will appear in Print/Send Claims, as well.

$ icon appearing next to patient name indicates the patient has a UAC (unapplied credit) on file.

Encounters Highlighted in Yellow - Missing Information

1. Encounters highlighted in yellow indicate there is missing mandatory information.

2. Hover your cursor over the line item to see what is missing (CPT/ICD/Demographic information).

3. Click on the encounter number to make edits.
   
   

To Put Charges On/Off Hold

1. Use the check boxes to select visits by clicking them individually or using the column header to select all/page.

2. Click PLACE ON HOLD or REMOVE HOLD.

3. Encounters highlighted in green indicate they are on hold.