APPROVING CHARGES (INSURED PATIENTS)
All DOS/Encounters auto-generated by a Provider while signing an Exam/SOAP note & clicking 'Move Visit To Billing', or manually generated directly in Billing will be sent Approved Charges.
Go To: BILLING > APPROVE CHARGES
- To Preview Charges: Click on Details to view CPT code charges.
- The Charge will appear with the Insurance Co. name & also display a 'P' for a Primary Insurance Co., or 'S' to indicate a Secondary Insurance Co.
- To Make Edits: You can click Enc. # on any line item & the Enter Charges page will display in a pop-up window allowing you to make edits directly from within this page.
- To Approve Charges: Under 'Select' check the desired boxes/charges to approve & click Approve Selected.
Once a DOS Encounter is approved it will appear in Patient Accounting in a patient's account.