Manually Enter Charges from a Paper Superbill

Version 14.8
Smart Tool Bar > Schedule button

Overview

Follow the steps below to manually enter superbill charges. 

Entering Superbill Charges

When the Schedule opens ensure that you have selected on your calendar the date of service & calendar view that you are ready to work on.

           
  1. Click on the Tracking  tab  .
  2. Check the box to Show billing reconciliation   .  This will open the Billing Reconciliation window.
  3. On the Tracking screen, select the patient to post charges for by clicking to highlight their appointment.
   
  1. At the bottom of the Billing Reconciliation, click the Plus Claim button .
  2. The Add/Edit Charges screen will open. From here proceed with posting charges.     

When the Add/Edit Charges window opens, the user will default to the first tab (Basic Information).

  1. Enter from the paper Superbill:
  1. The Rendering Provider
  2. The Billing Provider (if applicable)
  3. The Place of Service (if other than POS=11)
  4. The Facility of where services were rendered (if applicable)
  5. Service dates (if other than the current day you are entering in the charge)
  6. Enter in the Diagnosis Codes selected by your Rendering Physician
  7. (Optional) Click on the other tabs at the top of this window if other pertinent information is needed to be sent on the claim (i.e. Injury dates, Referring Physician, etc.)
  8. On the lower half of the screen enter in your CPT codes.
  9. Type in the desired CPT code and hit enter on your keyboard.  
  10. (Optional) If the CPT code is unknown, click on the 3-dotted ellipsis to search the CPT/Procedure code table.
  11. Once the CPT codes are entered on the lower half of the screen, enter in any further pertinent information needed for the codes (i.e. attached Diagnosis codes, Modifers, NDC#, etc.).  
  12. (Optional) If there are columns needed (or un-needed), click on the the 3-dotted ellipsis to the left of the columns and check (or uncheck) necessary columns to be viewed while entering in charges.
  13. Once the charge is entered, apply any patient responsibilities to the claim by using the Patient responsibility fields.
  14. If there are available credits to use or you have a payment in hand to post against this patient responsibility click on Apply Payments.
  15. A new Add/Edit Payment window will open. 
  16. Select the appropriate Payment Method.
  17. Enter in the column for Payment the amount the user wishes to apply to this Patient Balance due.  
  18. Click the Save and Close button. This will take user back to the add/edit charges window.
  19. Once entering the charges details is complete, click the Save button.
  20. Notice back on the Tracking Tab, the Billing Status of the patient's appointment now says, Complete.


From the Patient Account

  1. Click on the Acct buttonto open the Patient Account.
  2. If you do not have the patient already selected in the Choose boxsearch for the patient.  
  3. Click the Charges tab  .
  4. Click the Plus Claim button .
  5. This will open the Add/Edit Charges screen. From here proceed with posting charges.


When the Add/Edit Charges window opens, the user will default to the first tab (Basic Information).

  1. Enter in from the paper Superbill.
  1. The Rendering Provider
  2. The Billing Provider (if applicable)
  3. The Place of Service (if other than POS=11)
  4. The Facility of where services were rendered (if applicable)
  5. Service dates (if other than the current day you are entering in the charge)
  6. Enter in the Diagnosis Codes selected by your Rendering Physician.
  7. (Optional) Click on the other tabs at the top of this window if other pertinent information is needed to be sent on this claim (i.e. Injury dates, Referring Physician, etc.).
  8. On the lower half of the screen enter in your CPT codes.
  9. Type in the desired CPT code and hit enter on your keyboard.  
  10. (Optional) If the CPT code is unknown, click on the 3-dotted ellipsis to search the CPT/Procedure code table.
  11. Once the CPT codes are entered on the lower half of the screen, enter in any further pertinent information needed for the codes (i.e. Modifers, NDC#, etc.).
  12. (Optional) If there are columns needed (or un-needed) click on the the 3-dotted ellipsis to the left of the columns and check (or uncheck) necessary columns to be viewed while entering in charges.
  13. Once the charge is entered, apply any patient responsibilities to the claim by using the Patient responsibility fields.
  14. If there are available credits to use or you have a payment in hand to post against this patient responsibility click on Apply Payments.
  15. A new Add/Edit Payment window will open. 
  16. Select the appropriate Payment Method.
  17. Enter in the column for Payment the amount the user wishes to apply to this Patient Balance due.  
  18. Click the Save and Close button.