Process the Patient's New Charges
Q: How do I process the patient's new charges?
Open the patient account using the Chart Rack or the biller's task list.
To open the new charges from the task list:
- Click on the Tasks docked tab.
- Double-click on the task item for the Superbill.
To edit the charge details, double-click on the charge line. For more information on editing charge details, please see: Edit a Charge.
Specify the Follow-up Action for the charges posted and select the Route to file claim (Paper or Electronic). *This will default to the option selected in Insurance Company setup.
Review Doctor Comments and enter any Claim Comments for the billing staff when processing claims.
For instructions on adding an adjustment, please see: Add an Adjustment.
Select Paper or Electronic. *Note: Paper claims only allow for four diagnosis codes per visit. If you have more than 4 codes per visit, you will need to make a selection if you want to uses the primary 4 codes and use the fewest pages or if you want to use more than four diagnosis codes and maintain order.
Check the box to print a receipt after posting, or click to remove check mark if no receipt is required.