Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Patient Chart: Charges

Version 14.19
The Patient Account window merged with the Patient Chart for easier convenience with the creation of OP 19. Since the Help Center supports both OP 14 and OP 19, the account functions within the patient chart for OP 19 will still be referenced at the same Help Center locations as OP 14.

About Patient Chart: Charges Tab

Path: Clinical tab > Patient Chart button > Charges
Path: Practice Management tab > Patient Chart button > Charges
Path: Billing tab > Patient Chart button > Charges

The Patient Chart window also maintains the patient’s account.  Some of the main functions that can be performed on a patient’s account include:

  • Enter a copay
  • Post a charge manually
  • Enter hospital charges
  • Verify claim accuracy
  • Post a patient payment
  • Issue a patient refund
  • Write an account note
  • View claim history
  • Print a CMS-1500
  • Print a statement

The Charges button displays all posted and unposted charges and payments.  You can start a new claim, start a new Superbill, modify a transaction, delete a transaction, post transactions, revert patient responsibility, and print a statement and CMS-1500 form.

Patient Chart: Charges Tab Map

Number
SectionDescription

1

Charges button

The Charges button accesses the Charges window in the Patient Chart.

2
Superbill (Unposted) Charges gridThe Superbill (Unposted) charges lists all Superbill charges that have not been posted to the patient's account.  
3
Current Posted Charges/PaymentsThe Current Posted Charges/Payments grid displays the patient's posted claims that were created in the Add/Edit Charges window.
4
New Claim buttonThe  New Claim button opens the Add/Edit Charges window, to open a new claim.
5
New Superbill buttonThe New Superbill button opens the Superbill window to begin a new superbill.  The Superbill is an intermediate billing stage that enables you to enter some information directly while you're waiting for more complete information.  The Superbill eliminates duplication by enabling all of a patient's procedures and diagnosis codes for a particular visit to be entered just once.
6
Edit buttonThe Edit button edits a selected transaction in the Superbill (Unposted) Charges or Current (Posted) Charges/Payments grid.
7
Delete buttonThe Delete button removes a selected transaction from the Superbill (Unposted) Charges or Current (Posted) Charges/Payments grid.
8
Del All buttonThe Delete All button removes ALL transactions in the the Superbill (Unposted) Charges or Current (Posted) Charges/Payments grid.
9
Show recently converted superbills checkboxSelecting the Show Recently Converted Superbills checkbox will display all superbill charges for dates of service within the past 90 days regardless of their stage in the Superbill (Unposted) Charges grid.
10
Post All buttonThe Post All button posts all charges in the Superbill.
11
Post Selected buttonThe Post Selelected button posts selected Superbill charges. The Post Selected button allows users to split the charges to create multiple claims (see Posting Electronic Superbill Charges).
12
Revert Pat RespThe Revert Patient Responsibility button reverts any conditionally assigned patient responsibility on a selected charge.
13
Patient Statement (Pat Stmt) buttonThe Patient Statement button prints a statement with the patient responsibility for the selected charges. The Insurance statement will match the Patient statement when the insurance company hasn't paid their portion of the selected charges.
14
Insurance Statement (Ins Stmt) buttonThe Insurance Statement button prints the insurance statement with the insurance and patient responsibility for all selected charges and payments.  The Insurance statement will match the Patient statement when the insurance company hasn't paid their portion of the selected charges.
15
CMS-1500 buttonThe CMS-1500 button prints paper claims for HCFA-based insurance payers for all selected transactions.  CMS-1500 forms should be in the printer when using this function.
Version 14.10

About Patient Account: Charges Tab

Path: Smart Toolbar > Account button > Charges tab

The Patient Account window maintains a patient’s account.  Some of the main functions that can be performed on a patient’s account include:

  • Enter a copay
  • Post a charge manually
  • Enter hospital charges
  • Verify claim accuracy
  • Post a patient payment
  • Issue a patient refund
  • Write an account note
  • View claim history
  • Print a CMS-1500
  • Print a statement

The Charges tab displays all posted and unposted charges and payments.  You can start a new claim, start a new Superbill, modify a transaction, delete a transaction, post transactions, revert patient responsibility, and print a statement and CMS-1500 form.


Patient Account: Charges Tab Map

Number
SectionDescription

1

Patient Account tabs

The Patient Account contains the following tabs:

2

ScopeThe Scope field narrows the parameters for the displayed information in the patient’s account.  Information can be displayed by patient or family.
3
Current Posted Charges/PaymentsThe Current Posted Charges/Payments grid displays the patient's posted claims that were created in the Add/Edit Charges window.
4
+ Claim buttonThe + Claim button opens the Add/Edit Charges window, to open a new claim.
5
+ Superbill buttonThe + Superbill button opens the Superbill window to begin a new superbill.  The Superbill is an intermediate billing stage that enables you to enter some information directly while you're waiting for more complete information.  The Superbill eliminates duplication by enabling all of a patient's procedures and diagnosis codes for a particular visit to be entered just once.
6
Edit (Pencil icon) buttonThe Edit (pencil icon) button edits a selected transaction in the Superbill (Unposted) Charges or Current (Posted) Charges/Payments grid.
7
Delete (Minus icon) buttonThe Delete button removes a selected transaction from the Superbill (Unposted) Charges or Current (Posted) Charges/Payments grid.
8
Delete (Minus icon) All buttonThe Delete All button removes ALL transactions in the the Superbill (Unposted) Charges or Current (Posted) Charges/Payments grid.
9
Show recently converted superbills checkboxSelecting the Show Recently Converted Superbills checkbox will display all superbill charges for dates of service within the past 90 days regardless of their stage in the Superbill (Unposted) Charges grid.
10
Post All buttonThe Post All button posts all charges in the Superbill.
11
Post Selected buttonThe Post Sel button posts selected Superbill charges. The Post Sel button allows users to split the charges to create multiple claims (see Posting Electronic Superbill Charges).
12
Revert Pat RespThe Revert Patient Responsibility button reverts any conditionally assigned patient responsibility on a selected charge.
13
Patient Statement (Pat Stmt) buttonThe Patient (Statement) button prints a statement with the patient responsibility for the selected charges. The Insurance statement will match the Patient statement when the insurance company hasn't paid their portion of the selected charges.
14
Insurance Statement (Ins Stmt) buttonThe Insurance Statement button prints the insurance statement with the insurance and patient responsibility for all selected charges and payments.  The Insurance statement will match the Patient statement when the insurance company hasn't paid their portion of the selected charges.
15
CMS-1500 buttonThe CMS-1500 button prints paper claims for HCFA-based insurance payers for all selected transactions.  CMS-1500 forms should be in the printer when using this function.
16
Superbill (Unposted) Charges gridThe Superbill (Unposted) charges lists all Superbill charges that have not been posted to the patient's account.  
Version 14.8

About Patient Account: Charges Tab

Path: Smart Toolbar > Account button > Charges tab

The Patient Account window maintains a patient’s account.  Some of the main functions that can be performed on a patient’s account include:

  • Enter a copay
  • Post a charge manually
  • Enter hospital charges
  • Verify claim accuracy
  • Post a patient payment
  • Issue a patient refund
  • Write an account note
  • View claim history
  • Print a CMS-1500
  • Print a statement

The Charges tab displays all posted and unposted charges and payments.  You can start a new claim, start a new Superbill, modify a transaction, delete a transaction, post transactions, revert patient responsibility, and print a statement and CMS-1500 form.


Patient Account: Charges Tab Map

Number
SectionDescription

1

Patient Account tabs

The Patient Account contains the following tabs:

2

ScopeThe Scope field narrows the parameters for the displayed information in the patient’s account.  Information can be displayed by patient or family.
3
Current Posted Charges/PaymentsThe Current Posted Charges/Payments grid displays the patient's posted claims that were created in the Add/Edit Charges window.
4
+ Claim buttonThe + Claim button opens the Add/Edit Charges window, to open a new claim.
5
+ Superbill buttonThe + Superbill button opens the Superbill window to begin a new superbill.  The Superbill is an intermediate billing stage that enables you to enter some information directly while you're waiting for more complete information.  The Superbill eliminates duplication by enabling all of a patient's procedures and diagnosis codes for a particular visit to be entered just once.
6
Edit (Pencil icon) buttonThe Edit (pencil icon) button edits a selected transaction in the Superbill (Unposted) Charges or Current (Posted) Charges/Payments grid.
7
Delete (Minus icon) buttonThe Delete button removes a selected transaction from the Superbill (Unposted) Charges or Current (Posted) Charges/Payments grid.
8
Delete (Minus icon) All buttonThe Delete All button removes ALL transactions in the the Superbill (Unposted) Charges or Current (Posted) Charges/Payments grid.
9
Post All buttonThe Post All button posts all charges in the Superbill.
10
Post Selected buttonThe PostSelected button posts selected Superbill charges. The Post Selected button allows users to split the charges to create multiple claims (see Posting Electronic Superbill Charges).
11
Revert Pat RespThe Revert Patient Responsibility button reverts any conditionally assigned patient responsibility on a selected charge.
12
Patient Statement (Pat Stmt) buttonThe Patient (Statement) button prints a statement with the patient responsibility for the selected charges. The Insurance statement will match the Patient statement when the insurance company hasn't paid their portion of the selected charges.
13
Insurance Statement (Ins Stmt) buttonThe Insurance Statement button prints the insurance statement with the insurance and patient responsibility for all selected charges and payments.  The Insurance statement will match the Patient statement when the insurance company hasn't paid their portion of the selected charges.
14
CMS-1500 buttonThe CMS-1500 button prints paper claims for HCFA-based insurance payers for all selected transactions.  CMS-1500 forms should be in the printer when using this function.
15
Superbill (Unposted) Charges gridThe Superbill (Unposted) charges lists all Superbill charges that have not been posted to the patient's account.