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. This example will be Creating a New Visit

1. Click the New Visit button

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.

2. Click the More Info button to add Provider of Service and Place of Service

3. Using the Drop Down Arrow to display list of Providers that have been setup in SOAPware, Select the Rendering Provider of Services.

4. 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.

5. 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.

6. Click the Save button to save information

7. Click the Add Charge button to Open the Select Charge dialog

8. 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

9. Click on the Select button

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

10.  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

11.  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.

12. Check this box if this charge is not going to be submitted to insurance.  

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 7.-13. to add more charges

14. If the patient is Self Pay and no insurance will be filed, Click the Drop Down arrow and select  Do Not File-Patient Responsibility.

15. 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.