2.1 How to Generate a DOS Encounter: Insured Patients

There are 2 different ways in ChiroFusion to generate charges for a DOS Encounter using CPT & ICD Codes. Charges can automatically be generated at the time a Provider is signing an Exam/SOAP note, and also generated manually directly in billing.

OPTION 1: AUTO-GENERATING A DOS ENCOUNTER CHARGE WHEN SIGNING AN EXAM/SOAP

This feature is a one-time short cut for generating charges & if a report is signed/saved without checking the ‘Move Visit To Billing Queue’ then charges can only be created/edited directly in billing for that DOS.

As the Provider, when completing an Exam/SOAP note you will click on Sign to preview your report, & then click on Save Report
1. A pop-up box will appear, prompting you to enter your PIN, along with a checkbox that reads 'Move Visit To Billing Queue'.
By checking this box & clicking Save, a copy of your report will be saved to the patients' Medical File, and charges for that DOS will automatically be sent over to billing under 'Approve Charges'.

The charges will be based on the ICD & CPT Codes you have included in your report, and the fees that have been set in billing will automatically be applied to your correlating procedure codes.

In order for a DOS Encounter to be sent over to Billing as 'Insured' a patient must have Primary Insurance (and/or Secondary Insurance) saved on their profile, & also attached to their case.

Go To: BILLING > ENTER CHARGES

OPTION 2: MANUALLY GENERATING A DOS ENCOUNTER CHARGE DIRECTLY IN BILLING

Patient Name: Click Search to search & select the patient
For Multi-Provider accounts, click on the 'Provider' drop-down & select the Provider that is to appear as the 'Rendering Provider'.
Click New Visit & select the Date of Service from the calendar.
Financial: Displays the insurance company information (If a patient has multiple insurance companies under their profile, click on 'Change Insurance' to select a different payer & Save)
Apply Patient Co-Pay: If there is a co-pay identified on the Primary Insurance page in a patients profile, this will appear as an option to select. Check the box to apply the co-pay amount to patient responsibility, or leave it unchecked & the co-pay amount will not be applied.

Adding ICD Codes:

Click on Add/Edit ICD & a pop-up box will appear.
You can enter up to 12 ICD diagnosis codes by code or by description.
Click Add after each code entered.
Click Save once you have finished entering all your DX codes.

Adding CPT Procedure Codes:

Under 'Charges' click on Add Charge
Enter the CPT Code

- M1 & M2: You can select & attach up to 2 Modifiers on each CPT Code.
- Diag. Ptr: Diagnosis Pointers are identified by alpha-characters & you can add up to 4 pointers that correlate with the ICD Codes you have listed.
- Fee: The set fee amount will appear & the fee amount can be edited.
- Units: You can edit the units which will also change the fee amount as this is based on a single unit.

Click Save Changes after each code entered.

To Enter Multiple CPT Codes At Once: Repeatedly click on 'Add Charge' to pre-populate the number of lines/codes you'd like to add and enter all the codes at once, Click Save Changes at the end once you are done entering all of your multiple codes.