Adding or Editing Charges for a Patient
Any user can add charges for a patient; however, administrators can also edit existing transactions for patients and add or modify charges. You enter charges for a patient in the Charge Details screen. How you access the Charge Details screen varies according to your
PAT Access Level
.
To add a charge for a patient, do as follows:
-
Select the patient for whom you want to add a charge.
-
For health care providers, you do this by choosing the patient from the
Select Patient
pull-down list and then clicking on the
New Charge
button to bring up the Charge Details screen.
-
For administrators, you select a specific patient from the
Add Charges
pull-down list to add a new charge. To modify an existing charge for a particular patient, click the
Edit
button for that patient.
-
From the Charge Details screen that appears, add a new charge (or modify an existing charge) by using the buttons provided.
-
Specify the
Service Date
for the charge.
-
Select the
Billing Area
from the pull-down list to specify the area in which the charge should be added. This is especially important if you are able to bill against more than one department.
-
Select the
Service Site
from the pull-down list to indicate where the procedure took place.
-
Click the
Add
button on the
Charges
row and select one or more charge codes from the list that appears. Then, click the
OK
button and the Charge Details screen will be updated to contain the procedure information.
-
Click the
Search
button on the
Charges
row to search for the charge code from the complete list of CPT4 codes, by entering a partial description or code. Select the code from the list that appears and click the
OK
button to update the Charge Details screen with the selected procedure.
-
Add diagnoses for the transaction by clicking on the
Add
button on the
Diagnoses
row and selecting one or more from the list that appears. Then, click the
OK
button and the Charge Details screen will be updated with the diagnoses information.
-
To select diagnoses that were recently used, click the
Existing
button and a list will appear for you to choose from.
-
To search for a diagnosis from the complete list of ICD-9 codes using a partial code or description, click the
Search
button.
