Version 14.19

Overview

Current superbill charges (charges that have not yet been included on a Daysheet) can be edited from Tracking or from the Patient Chart. However, if current charges need to be voided, this can only be done directly from the Patient Chart.

Edit Current Charges from Tracking

Depending on whether or not the charges have been posted (converted to a claim), navigate to the Posted charges or Unposted charges section of the Billing Panel and complete the following:

To edit posted charges:

1. Select a charge line that needs to be edited and click the Edit button. The Add/Edit Charges window is displayed.
2. Make the necessary edits.

1. Click Save or Save + Queue depending on your practice's workflow.

To edit unposted charges:

1. Select a charge line that needs to be edited and click the Edit button. The Superbill - Pending Procedures window is displayed.
2. Make the necessary edits.
3. Click the Exit button. The unposted charges are updated to reflect your edits.

Edit Current Charges from the Patient Chart

Depending on whether or not the charges have been posted (converted to a claim), navigate to the Posted charges or Unposted charges section of the Charges window in the Patient chart and complete the following:

To edit posted charges:

1. Select the charge from the Current (Posted) Charges / Payments section of the window. You only need to select one line for the date of service. 
2. Click the Edit button. The Add/Edit Charges window is displayed.
3. Make the necessary changes.
4. Click the Save or Save + Queue button depending on your practice's workflow.

To edit unposted charges:

1. Select a charge line that needs to be edited and click the Edit button. The Superbill - Pending Procedures window is displayed.
2. Make the necessary edits.
3. Click the Exit button. The unposted charges are updated to reflect your edits.

Void Current Charges

1. Navigate to the Charges in the Patient Chart: Clinical, Practice Management, or Billing tab > Patient Chart button > Charges.
2. From the Superbill (Unposted) Charges section or the Current (Posted) Charges / Payments section of the window, select the Charge Line that should be voided. If more than one charge line should be voided, select them one at a time.
3. Click the Delete button to void a single line or Delete All to void all lines in the Current (Posted) Charges / Payments section.

1. Click the OK button to confirm you want to delete the selection(s).

Version 14.10

Overview

Current charges (charges that have not yet been included on a daysheet) can be edited from the Tracking tab, the Patient Account, or the Claims + A/R tab in the Billing Center. Current Charges can be voided from the Patient Account only.

Edit Current Charges from the Tracking Tab

To edit current charges from the Tracking tab:

1. Ensure that the checkbox to Show Billing Reconciliation is selected
2. Navigate to the Posted charges section
3. Select a Charge Line and click the Edit button . The Add/edit Charges window is displayed.

• 

  1. Make any necessary changes

• Note: Some of the items that can be edited include CPT codes, modifiers, charge amounts, diagnosis codes, place of service, service dates, and providers. Changes can also be made to the items in the Other items tab. For more information on those fields, click here. If you are making edits, make sure that they are inconsistent with the provider's visit note and that the provider creates an addenda to the note.

  1. Click the Save or Save + Queue button depending on your practice's workflow.

• Edit Current Charges from the Patient Account

  To edit charges from the Patient Account:

  1. From the Smart Toolbar, click the Acct button 
  2. Click the Charges tab
  3. From the Current (Posted) Charges/Payments section, select the Charge . You only need to select one line for the date of service. 
  4. Click the Edit button. The Add/edit Charges window is displayed.

• 

  1. Click the Edit (pencil icon) button
  2. Make any necessary changes
  3. Click the Save or Save + Queue button depending on your practice's workflow

• Edit Current Charges from the Billing Center

  To edit charges from the Claims + A/R tab of the Billing Center:

  1. From the Smart Toolbar, click the Billing button 
  2. Click the Claims + A/R tab
  3. From the Stage drop-down menu, select Not Daysheeted, new claims only
  4. If you know which claim needs to be edited, select it. Otherwise, click the small plus sign next to the claims you would like to review and select a Claim.
  5. Click the Edit (pencil icon) button. The Add/Edit Charges window is displayed.
  6. Make any necessary changes.
  7. Click the Save or Save + Queue button depending on your practice's workflow

• Void Current Charges

  Warning: Before proceeding with the process for voiding current charges, be aware that there is no audit trail or tracking of charges that have been voided.

   If you determine that current charges should be voided, this can be done from the Charges tab or the Claims tab of the Patient Account.

  Void Current Charges from the Charges tab of the Patient Account

  1. Navigate to the Charges tab of the patient's account
  2. Navigate to the Current (Posted) Charges/Payments section of the window
  3. Select the Charge Line that you want to void. If more than one Charge line needs to be voided, select them one at a time.
  4. Click the red minus sign to void a single line or - All to void all lines 

• Warning: Current payments and adjustments will also be displayed in the Current (Posted) Charges/Payments section of this window. If payments and/or adjustments are shown, and you select -All, the payments and/or adjustments that are listed will also be voided.

  1. Click the OK button in the Confirmation box to Delete ALL current transactions

• Note: If your intention is to void current charges because they were posted in error, refer to Unposting Superbills for instructions on how to revert charges to unposted.

  Void Current Charges from the Claims tab of the Patient Account

  1. Navigate to the Claims tab of the patient's account
  2. Click the small plus sign to expand the claim where the charges should be voided if the claim is not already expanded. Notice that the transactions are displayed in blue text, indicating they have not yet been included on a daysheet.
  3. Select the Charge Line that should be voided. If more than one Charge line should be voided, select them one at a time.
  4. Click the - Void button to void a single line
  5. Click the OK button in the Confirmation box to Delete the highlighted transaction

• Version 14.8

  Overview

  Current charges (charges that have not yet been included on a daysheet) can be edited from the Tracking tab, the Patient Account, or the Claims + A/R tab in the Billing Center. Current Charges can be voided from the Patient Account only.

  Edit Current Charges from the Tracking Tab

  To edit current charges from the Tracking tab:

  1. Ensure that the checkbox to Show Billing Reconciliation is selected
  2. Navigate to the Posted charges section.
  3. Select a Charge Line and click the Edit (pencil icon) button. The Add/edit Charges window is displayed.

• 

  1. Make any necessary changes.

• Note: Some of the items that can be edited include CPT codes, modifiers, charge amounts, diagnosis codes, place of service, service dates, and providers. Changes can also be made to the items in the Other items tab. For more information on those fields, click here. Be sure that if making edits that are inconsistent with the provider's visit note, that the provider creates an addenda to the note.

  1. Click Save or Save + Queue depending on your practice's workflow.

• Edit Current Charges from the Patient Account

  To edit charges from the Patient Account:

  1. From the Smart Toolbar, click the Acct button 
  2. Click the Charges tab
  3. From the Current (Posted) Charges/Payments section, select the Charge.  You only need to select one line for the date of service. 
  4. Click the Edit button. The Add/edit Charges window is displayed.

• 

  1. Click the Edit button
  2. Make any necessary changes
  3. Click the Save or Save + Queue button depending on your practice's workflow.

• Edit Current Charges from the Billing Center

  To edit charges from the Claims + A/R tab of the Billing Center:

  1. From the Smart Toolbar, click the Billing button 
  2. Click the Claims + A/R tab
  3. From the Stage drop-down menu, select Not Daysheeted, new claims only.
  4. If you know which claim needs to be edited, select it. Or, click the small plus sign next to the claims you would like to review and make your selection.
  5. Click the Edit (pencil icon) button. The Add/edit Charges window is displayed.
  6. Make any necessary changes
  7. Click the Save or Save + Queue button depending on your practice's workflow

• Void Current Charges

  Warning: Before proceeding with the process for voiding current charges, be aware that there is no audit trail or tracking of charges that have been voided. The charges simply disappear from OP 14. If charges are voided in error, you would have to manually add them back in. For instruction on manually adding charges, click here.

   If you determine that current charges should be voided, this can be done from the Charges tab or the Claims tab of the Patient Account.

  Void Current Charges from the Charges tab of the Patient Account

  1. Navigate to the Charges tab of the patient's account
  2. Navigate to the Current (Posted) Charges/Payments section 
  3. Select the Charge Line that should be voided. If more than one Charge Line should be voided,  to select them one at a time.
  4. Click the red minus sign to void a single line or - All to void all lines in the Current (Posted) Charges/Payments section.

• Warning: Current payments and adjustments will also appear in the Current (Posted) Charges/Payments section of this window. If payments and/or adjustments are shown, and you select -All, the payments and/or adjustments that are listed will also be voided.

  1. Click the OK button in the Confirmation box to Delete ALL current transactions.

• Void Current Charges from the Claims tab of the Patient Account

  1. Navigate to the Claims tab of the patient's account.
  2. Click the small plus sign to expand the claim where the charges should be voided if the claim is not already expanded. Notice that the transactions appear in blue text, indicating they have not yet been included on a Daysheet.
  3. Select the Charge Line that should be voided. If more than one Charge Line should be voided, you will need to select them one at a time.
  4. Click the - Void button to void a single line
  5. Select OK button in the Confirmation box to Delete the highlighted transaction