Once a charge is in your master charge list (click for help with adding to or editing your master charge list) Charge can be added to a patient's account:

  1. By clicking on the plus icon in the Charges block in an open SOAP note, then searching for the charge in your Charge List using the search bar on the left. This is the recommended way to add charges that are associated with a patient visit.
  2. By clicking on the plus icon in the Billing block on the patient's dashboard/chart view, then searching for the charge in your Charge List using the search bar on the left.
  3. By pulling up a Chart Part template that has the charge associated, then clicking on the charge in the Suggested Actions that appear above the yellow SOAP note Assessment block  to add it to the note.

 

When a charge is selected, values from the practice's charge list are used to populate editable fields in the Add Charge ($) popup. 

If the wrong charge was selected by accident, you can return to the Add Charge search bar by clicking on the replace icon  to the left of the charge name.

Base Charge (dollar amount) - the base charge from your charge list. This number is editable.

Notes (notes field) - administrative notes about the charge. These are viewable in the patient's billing history and by hovering the mouse cursor over a charge entry in the Billing block.

Discount (button, drop down) - press the blue "+Discount" button to add a discount. A drop down menu will appear listing all of the discounts you have loaded into your system. Read about adding discounts here.

Associated CPT and Modifiers (number) - charges may have one or multiple CPT codes and modifiers, or no associated CPT code(s).

Add to Insurance Invoice - checkbox indicates whether the charge is potentially insurance-reimbursable, and therefore should appear on any insurance invoices that are generated for the encounter. If your build has the ability to allocate between insurance and patient responsibility turned on, fields to allocate the total due between the two will appear if Add to Insurance Invoice is checked.

Select the green +Add Charge button to add the charge, or select the +Add and Add Another button to add the charge and bring up a pop-up to add another charge to the account.


If the charge is associated with an item that you carry in your inventory, you will additionally see radio buttons to toggle between Dispense from Inventory and Do not Dispense.


Once the charge is added to the patient's account, the account balance is adjusted accordingly. The charge will also appear on any relevant account statements, insurance invoices (if the "Add to Insurance Invoice" box was checked), receipts, etc.


See also: How to add a payment or credit to a patient's account.


Other keywords: charge a patient, charge for services