To edit or add to your master charge list, go to the Admin drop down menu and select Manage and then Charge List.
Existing charges can be sorted by any column by clicking on the column name. Click again to sort in reverse order. Search by charge name or nickname in the search bar at the top to find a specific charge. The system will search, narrowing the full list of charges, as you type.
Click on any charge name in your Charge List to open the entry for editing.
To add a new charge to your charge list, click on the "+ Add New Charge" button at the top.
Add New Charge Pop Up
(NOTE depending upon your configuration settings, there may just be a single Amount field at the bottom, rather than the Provider Type/Plan A/Plan B table shown in this screenshot)
At a minimum, you must enter a charge name.
Charge Name and Nicknames
Enter a name for the charge. You can also add 1-3 nicknames in order to have alternate ways to search for the charge. The nicknames will appear in search results but will not otherwise appear in association with the charge.
CPT Code and CPT Modifiers
You may associate one or more CPT (procedure) codes with the charge. CPT codes are generally required for third-party (insurance, Medicare, etc.) reimbursement. Associated CPT code(s) will automatically appear with the charge when it is added to a patient's account, though associated CPT(s) can be edited or removed at that time.
Multiple CPT codes should be separated by commas.
Enter CPT modifiers after the relevant CPT code by typing the CPT code followed by either a space or a colon, followed by the modifier.
- To indicate multiple instances/units of the same code, type "x3", e.g., immediately after the code with no spaces.
For a charge in your charge list that has with multiple CPT codes, you can manually set each component CPT code to display as a separate line item when you generate an insurance invoice or superbill. This may be needed because many insurers will reject claims when more than one CPT code is listed on a single line on the submitted invoice.
You may use the -Find CPT Codes for Charges- search bar to search the database for the CPT code(s) that you would like to associate with a charge.
"Charge is submittable for insurance"
Check the box to indicate whether the charge is something that is generally covered by insurance. If this box is checked, the charge will appear as an insurance-reimbursable charge on insurance invoices that you generate covering the relevant visit.
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 when you are adding the charge to a patient's account if Add to Insurance Invoice is checked.