Add / Edit Charges

Version 14.19

About the Add / Edit Charges

Path: Billing tab  > Patient Chart button > Charges > New Claim button
Path: Billing tab  > Patient Chart button > Charges > select claim > Edit button
Path: Practice Management tab  > Patient Chart button > Charges > New Claim button
Path: Practice Management tab  > Patient Chart button > Charges > select claim > Edit button
Path: Clinical tab   > Patient Chart button > Charges > New Claim button
Path: Clinical tab  > Patient Chart button > Charges > select claim > Edit button

The Add / Edit Charges window adds or edits charges to a claim. The window is split between three tabs (Basic Information, Other Items, and Institutional items). In this window you fill out the claim fields to complete the CMS-1500 form. 

Add / Edit Charges Map

Number

Section

Description

1

Charge Window tabs

  • Basic Information tab: contains the provider information, location information, insurance payer, date(s) of service, ICD-10 diagnoses, CPT codes, and patient responsibility.
  • Other Items tab: additional information that may be required upon claim submission such as injury or referral details.
  • Institutional (837I) Items tab: incident to billing facility claims.
2
Use Vaccine DX
This box should be selected when Z23 should be applied as the diagnosis code to all vaccines on a claim. After selecting the checkbox, click Modify and the diagnosis code assigned to each vaccine on the claim will be edited to reflect Z23. To save the checking of this box as a preference, click the Pref button  located at the top of the Add / Edit Charges window.

3

Claim Lines

This section is the main body of the claim and shows the claim lines. For each claim line, it includes: the date of service, CPT code, modifiers 1-4, diagnosis pointers 1-4, charge amounts, charge units, patient responsibility amount, EPSDT reportables, and NDC numbers when required. Columns may be added or removed from this grid. 

4
Move ArrowsThese arrows give you the option of moving a selected claim line up or down to determine the order in which the claim lines will appear on the claim.
5Event ChronologyThis button provides access to the Event Chronology for the focused patient directly from the Add/Edit Charges window. It will force the user to leave the Add / Edit Charges window, so any changes necessary must be done by editing the claim.

6

Save+ Queue, Save, and Cancel

  • Save + Queue: saves the claim and places it in the Transmit Queue.
  • Save: saves the claim but does not place it in the Transmit Queue.
  • Cancel: saves the claim but does not place it in the Transmit Queue.
Version 14.10

About the Add / Edit Charges

Path: Smart Toolbar > Account button > Charges tab > + Claim button

The Add / Edit Charges window adds or edits charges to a claim. The window is split between three tabs (Basic Information, Other Items, and Institutional items). In this window you fill out the claim fields to complete the CMS-1500 form. 

Add / Edit Charges Map

Number

Section

Description

1

Charge Window tabs

  • Basic Information tab: contains the provider information, location information, insurance payer, date(s) of service, ICD-10 diagnoses, CPT codes, and patient responsibility.
  • Other Items tab: additional information that may be required upon claim submission such as injury or referral details.
  • Institutional (837I) Items tab: incident to billing facility claims.
2
Use Vaccine DX
This box should be selected when Z23 should be applied as the diagnosis code to all vaccines on a claim. After selecting the checkbox, click Modify and the diagnosis code assigned to each vaccine on the claim will be edited to reflect Z23. To save the checking of this box as a preference, click the Pref button  located at the top of the Add / Edit Charges window.

3

Claim Lines

This section is the main body of the claim and shows the claim lines. For each claim line, it includes: the date of service, CPT code, modifiers 1-4, diagnosis pointers 1-4, charge amounts, charge units, patient responsibility amount, EPSDT reportables, and NDC numbers when required. Columns may be added or removed from this grid. 

4
Move ArrowsThese arrows give you the option of moving a selected claim line up or down to determine the order in which the claim lines will appear on the claim.
5Event ChronologyThis button provides access to the Event Chronology for the focused patient directly from the Add/Edit Charges window. It will force the user to leave the Add / Edit Charges window, so any changes necessary must be done by editing the claim.

6

Save+ Queue, Save, and Cancel

  • Save + Queue: saves the claim and places it in the Transmit Queue.
  • Save: saves the claim but does not place it in the Transmit Queue.
  • Cancel: saves the claim but does not place it in the Transmit Queue.