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## Charge Capture Settings

The Charge Capture Settings screen gives an administrator the ability to assign billing routers to a department, to create new billing areas, and to schedule how charges should be batched for those billing areas. In addition, the Charge Capture Settings screen allows department administrators to create stock charge categories and stock charge macros. Stock charge categories are subsets of codes organized into custom categories that make it easier for users in the department to enter charges on their handheld device. Similarly, stock charge macros are groups of common charges that are combined into a single macro, so that user in the department can specify the entire group with a single tap on their handheld device. When you select Charge Capture Settings from the Edit Settings menu, the Charge Capture Settings screen appears.

The following parameters are available:

- Billing Router : This setting lets an administrator assign one of the available billing routers to the selected department. Billing routers determine where the charge information is sent so that the health care facility can manage its billing. These routers can be either a printer or a file. New billing routers can only be created by administrators using the Charge Capture Settings under the Institution tab.
- For charges in this department, apply server-side CPT-CPT code edits to sets of charges with different providers? When CPT-CPT code edits are being used, this setting determines whether or not to enforce CPT-CPT code edits across different providers who have submitted charges in this department for the same patient. Choose Yes to apply CPT-CPT code edits across departmental users; otherwise, choose No and the CPT-CPT code edits will only be applied to the sets of charges by individual providers.
- Number of days within discharge to allow credit charges : This setting determines the numbers of days after a patient has been discharged that credit charges can be submitted for that patient.
- Billing Areas : This setting displays a list of available billing areas for the selected department. Billing areas can be used to separate charges within a department for later review in the Holding Bin and to enable the creation of separate batches. Billing areas that are created for a given department are not available to other departments, as there can only be one department for each billing area. Click the Edit link to create a billing area or to modify existing billing areas.

- To create a new billing area, click the New Billing Area button on the toolbar and modify the settings in the Create Billing Area form as follows:

- ID : Enter text that will serve as an ID to the billing area if your department requires an ID to create or save changes to a billing area (see the Billing Area Requires ID setting under the Institution tab).
- Name : Give the billing area a name that uniquely identifies it.
- Abbreviated Name : Give the billing area an abbreviated name that will be used when displaying the billing area information in tables.
- Billing Batch Schedule : This setting determines when all charges within a specific department are sent as a batch to the billing router. You can select either Manual or Automatic , and then specify the details if you choose Automatic.
  If you choose Manual , batched charges are sent to the billing router when an administrator commits the charges in the Outbox for the department. Basically, the administrator views the department Outbox under the Charges tab and presses a COMMIT button to batch the charges.
  If you choose Automatic , you must specify a schedule for batching the charges. You can choose Immediately , in which case charges are automatically sent to the billing router once they are moved to the Outbox. Or, you can specify a Daily time at which all charges in the Outbox are sent to the billing router. Or, you can specify a Weekly schedule of a particular weekday and time that charges are automatically sent to the billing router.

- Stock H-Pickers : This setting displays a list of stock charge categories available to all current users in the department. An H-Picker is a hierarchical method for selecting charge codes. Organizing subsets of codes into categories useful to users in the department makes it easier for those users to enter charges on their handheld device. For example, the user may want a category, and corresponding charges, for x-rays that they order frequently.
  If some stock categories are not useful, the user can choose to hide them using the Charge Capture Settings under the Prefs tab so that they do not appear on the handheld device. Click the Edit link to create a new stock category or to modify existing stock categories.

- To create a stock charge category, click on the Stock H-Pickers name and select Add Child Category from the list of links that appears.
  Enter a category name and click Save .

- To add one or more charge codes to the category, click on its name and choose Manage Codes from the list of links that appears.
  Check all codes you wish to add and they will appear in the Quick Details box. Use the Nomenclature Dictionary and Category pull-down lists to filter the list of codes so that you can find the ones that you wish to add. Click Save in the Quick Details box to add the codes to the category.
- To remove a category, click on its name and choose Delete Category from the list of links that appears.
- To change the name of a charge category, click on its name and choose Edit Label from the list that appears.

- To modify an existing stock charge category, click on its name and select the appropriate action from the list of links that appears. Possible choices are: Add Child Category , which lets you add another subcategory; Manage Codes , which lets you change the charge codes for the category; Edit Label , which lets you change the name of the category; Delete Category , which lets you remove the category and all subcategories and codes it contains; and Sort Child Categories , which lets you reorder the subcategories or charge codes for the selected category.

- Stock Macros : This setting displays a list of macros, each containing multiple charges, that are available to the users in this department when assigning charges in a transaction. A Macro is a set of charge codes that are grouped together to make it possible to add the group of charges to a charge transaction on the handheld device with a single tap.
  Rather than having to enter multiple charges one at a time, the user can simply tap Cardiac Exam once and all of the charges are added. If some stock macros are not useful, the user can choose to hide them, using the Charge Capture Settings under the Prefs tab, so that they do not appear on the handheld device.
  Click the Edit link to create a new stock macro or to modify existing stock macros.

- To create a stock macro, click the New Macro button on the toolbar and do as follows:

- Enter a Macro Label in the Quick Details box and then click the New Charges button on the toolbar. The Add Charge form will appear.
- Click the Add button next to Procedure on the Add Charge form and use the Search button that appears to find the charge you wish to include in the macro.
- Select the charge you wish to include from the matching results by clicking on it, and then click the Select button.
- Click the Save button below the Add Charge form to add that charge to the macro. Repeat the procedure, starting with clicking on the New Charges toolbar button, to add more charges to the macro.
- When you have added all of the desired charges, click the Save button in the Quick Details box to create the macro.

- To modify an existing stock macro, select the macro from the list that appears in the Manage Macros form. Click the Edit button in the Quick Details box to modify its name or the charges it contains. Click the Delete button in the Quick Details box to remove the stock macro.