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Quick Guide to Charge Capture Desktop Tasks

The following table provides a general overview of what tasks you can perform given your PAT Access Level . Health care providers are typically Level 3 , while administrators are either Level 1 or Level 2 .

Task

Level 1

Level 2

Level 3

Add a patient to your list

x

x

x

Add charges for a patient

x

x

x

Save charges as a draft

 

 

x

Edit charges in the Holding Bin

x

x

x

Copy charges

 

 

x

Send charges to the Holding Bin

x

x

x

Send charges from the Holding Bin to the Outbox

x

x

 

View your draft charges

 

 

x

View your submitted charges

 

 

x

View a charge summary for department(s)

x

x

 

View your charges in the Holding Bin

x

x

x

View or filter all charges in the Holding Bin

x

x

 

Batch charges for department(s) from the Outbox to the billing router

x

x

 

View the history of batched charges

x

x

 

Create custom report for charges

x

x

x

Print or export reports

x

x

x