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.

2. Click the More Info button to open Edit Claim Details dialog and add Rendering Provider and Place of Service. (Owner and Facility)

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. Click Save.

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

7. 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 field

8. 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

9.  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

10.  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.

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

12. 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.

13. Click the Save button to save data.

Repeat Steps 6.-13. to add more charges

If patient has insurance primary and/or secondary  set up in Insurance demographics, those policies can be viewed in the lower section of the new charges tab, and the Follow Up Action will default to Submit to Insurance. This can be changed to  Do Not File-Patient Responsibility, if you do not want to send the charges to insurance.

The route for the primary insurance will default to the route specified in the Insurance Companies setup. If you want to change the route, you can do that at this time.

You can add a payment prior to posting charges, or apply a co-pay

13. Mark as Incomplete to save changes and come back at a later time to edit or post charges.

14. Enter any claim comments for internal use. (Will not print on claims)

15. Place a check mark to print a receipt, or leave blank.

16. 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.