Enter Charges from Billing Menu
Main menu -> Billing -> Enter Charges
1. Click Enter Charges to open the Chart Rack. Select a patient from the chart rack and the patient account will open to the New Charges tab
Add a New Visit
Charges can be manually added by creating a New Visit from the New Charges Tab or they can be manually added to a visit/encounter posted from the Billing Statements Tab in the Patient Chart. For this example, a New Visit will be created in the Patient Account-New Charges Tab
2. Click the New Visit button
Add Rendering Provider of Service and Location/Place of Service to New Visit
New Visit dialog opens to begin adding charges.
Prior to adding the charge/Procedure Codes, the Rendering Provider and the Location/Place of Service will have to be selected.
3. Click the More Info button to add Provider of Service and Place of Service
Add Other Info to Visit details including Workers Comp, Accident, Hospitalization and Prior Authorization information
4. Using the Drop Down Arrow to display list of Providers that have been setup in SOAPware, Select the Rendering Provider of Services.
5. Using the Drop Down Arrow to display the list of Facilities that have been setup in SOAPware, Select the Place of Service from the list.
6. If the New Charges are Accident related, require prior authorization, are related to a hospital visit, etc., Type that information in the appropriate fields and enter dates that apply.
7. Click the Save button to save information
Add Charge in New Charges Tab
8. Click the Add Charge button to Open the Select Charge dialog
9. Begin typing the Charge code in the box or Click inside the Description to Search the code data base. Click on the code from the list to insert it into the fields
10. Click on the Select button
Add New Charge Details, including ICD-9/Diagnosis codes and Modifiers
Charge Details dialog will open for adding/editing New Charge. If a field is not grey/inavtivated, it can be edited for corrections or changes
11. Click the Add Code button to Add a Diagnosis/ICD-9 code to the New Charge. Begin Typing the code or Click to search. When the correct code is in the field, Click the Select button or use the Enter key on the keyboard to select a Diagnosis. Repeat as needed
12. To Add a Modifier to the New Charge, Click the Add Code button. Begin Typing the code or Click to search. When the correct code is in the field, Click the Select button or use the Enter key on the keyboard to select a Modifier and Enter again to add another code. Repeat as needed.
13. Enter additional Charge information if applicable in the Misc Details section. The Facility field will be populated with the Facility selected in the More Info dialog.
14. Click the Save button to save data.
Repeat Steps 8-14 to add more charges
Post New Charges to Patient Ledger
15. If the patient is Self Pay and no insurance will be filed, Click the Drop Down arrow and select Do Not File-Patient Responsibility.
16. The Follow Up Action will default to Submit to Insurance. Click the Post button to apply charges to the Patient Ledger and automatically Create a claim for the new charges.
The Patient Ledger Tab will open and the New charge(s) will be shown in the ledger.
Maureen
Ok, I understand the information above. I was looking to see if the information for a patient that comes in for services on a monthly basis for treatment with either an Auto claim or Workers Comp claim, for that information to be automatically stored in their file that will automatically print out or be included on the claim sent out without me having to enter it everytime. I have never encountered a billing program where that information had to be entered everytime a claim was created, it went on automatically just like the patients demos and insurance information. If anyone can give me an answer it would be greatly appreciated. I do not think that more training is the issue.