CLIA Defaults Updated

Select codes within Tools > Billing Maintenance  > CPT or HCPCS Maintenance that have a check mark to include the CLIA number, will automatically include the CLIA number on a claim when charged in a visit/encounter. The CLIA number that is pulled will be determined by the Lab Facility that is shown on the More Info-Misc Details tab.

CLIA Default when Posting a Billing Statement from a Chart

CLIA Default when Posting a Billing Statement from a Chart

When posting the Billing Statement from the patient chart that includes a lab charge, the Facility that will default in the More Info-Misc Details tab will be the facility selected prior to posting the billing statement to patient account.

For related lessons, please see:

CLIA Default when Manually Entering Charges

CLIA Default when Manually Entering Charges

Manually entering lab fees in the New Charges tab will automatically default to the CLIA number associated with the Facility selected in More Info-Facility prior to adding the charge. When the Facility is changed before adding charges, the Lab Facility will be populated with the same one selected at the top of More Info. If the facility is changed after charges are added, you will need to manually change the Lab Facility in Misc Details tab.

*Note: For charges created outside the main facility (physical address indicated in Manage Groups), those facilities will still have to be selected in Providers >Service Facility, and the lab will need to be added in the Misc Details tab, as in previous versions.