Charge Entry - Overview

Use Charge Entry to enter charges for services provided to patients and to enter payments received at the time of service. You can enter the procedures and diagnoses associated with the charges. When you enter a charge, the system assigns a Ticket Number to the charge for tracking and reference purposes.

Charge Entry is made up of two major windows:

Batch Entry Window: The Batch Entry Window, which is sometimes referred to as just Batch Entry, simplifies the entry of charges. During Batch Entry you assign a batch identifier (the Charge Batch) to group the charge transactions together for easier reconciliation on the journals. Batch Entry establishes default codes and other information to simplify the entry of like charges in the Work Window.
Work Window: Use the Work Window to enter the details of the patient charge transactions. The Work Window displays the defaults entered at the Batch Entry Window.

For additional information, click More.

Directions:

To see directions for...

Entering a charge example, click More.

To see detailed steps for entering an example charge, refer to the Charge Entry - Step-By-Step Example.
Opening Charge Entry, click More.
- Basic Method:
1. Enter the Patient Account Number.
2. Press [ENTER].
3. Click Charge Entry in the Menu Tree.
- Advanced Methods:
- Click the Charge Entry button on the INSight Toolbar.
- Or, click Daily Work from the Menu Bar, and next click Charge Entry.
- Or, use the keyboard shortcut: [ALT] [k] [Charge Entry]
- Or, if you use superbills, retrieve the superbill data by entering the Encounter Number in the Patient Account Number field.
- Or, enter the patient's last name in the Account Number and press [ENTER] to launch the patient Search.
Tips:
- Always load a patient before using the Menu Tree to start Charge Entry.
- To see several methods and shortcuts for entering the Account Number, see Tips for Entering the Patient Account Number.
Charge Entry - Batch Entry Window Example:

Charge Entry - Work Window Example:

Tip: To see detailed instructions for each section or field name, the cursor becomes a hand when you position the cursor over the field or section. Click once to display the associated topic.
Creating a new patient charge transaction, click More.
1. Enter a patient Account Number in the Patient Reference Panel.
  
  Tip: To see several methods and shortcuts for entering the Account Number, see Tips for Entering the Patient Account Number.
2. Press [ENTER] to activate Patient Load .
3. Select the Batch Type and confirm the defaults for the batch entries.
4. Confirm the location and provider information.
5. Enter the charge detail transactions.
6. To complete the patient charges and apply payments if applicable, commit the charge transactions.
Tip: For more details, see the Charge Entry - Step-By-Step Example.
Editing a patient charge transaction, click More.
Editing Uncommitted Charges

Follow these steps to edit uncommitted charge transactions.

Note: To edit committed charge transactions, see below.

CAUTION! To avoid losing data, you must click Change Line to save the changed charge transactions.
1. To display the record to be changed in the detail line, open the Work Window. In the Transaction Detail Area, click to highlight the desired charge transaction in the Uncommitted Charges List.
1. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.
2. Enter the data changes.
3. To complete the edit process, click Change Line .
  Tip: After you click Change Line, you can see the changed charge transaction in the Uncommitted Charges List.
Editing Committed Charges

You have two methods to edit committed charges.
1. During Charge Entry you can enter a reversing charge and next enter the correct charge.
  Note: NDS recommends using this method to provide a complete audit trail.
2. Or, you can edit the incorrect charge during the Patient Transaction Detail Inquiry.
Deleting a charge transaction, click More.
Follow these steps to delete uncommitted charge transactions.

Tip: To delete committed charge transactions, see the Patient Transaction Detail Inquiry.
1. To display the record to be deleted in the detail line, open the Work Window. In the Transaction Detail Area, click to highlight the desired charge transaction in the Uncommitted Charges List.
1. To complete the delete process, click Delete Charge .
  Keyboard shortcut: [Alt + d]
  Tip: The charge transaction no longer displays in the Uncommitted Charges List.
Understanding the field values for the following areas, click the section name in the table below:

Charge Entry - Details by Area
Tip: To see more information about an area, click the hyperlink for that area.
Patient Reference Panel	Displays the Patient Account Number prompt for loading patients.
Batch Entry Window Tip: When you open Charge Entry, the Batch Entry Window displays first.
Batch Entry Window	View and maintain Charge Entry default batch information. Use batches to maintain default codes to simplify the entry of like charges and to group similar charges for reconciliation.
Work Window Tip: The Work Window displays after you complete the Batch Entry Window. There are several areas for data entry in the Work Window.
Patient Guarantor Area	Displays the patient's guarantor information, patient insurances and patient remarks for your reference.
Patient Balances Area	Displays patient balances for your reference.
Patient Diagnoses Area	Displays the diagnoses for the patient for your reference.
Batch Identifiers Area	Contains the default batch parameters, which can be edited.
Location & Provider Area	Contains the default values entered during Batch Entry, which can be edited.
Transaction Detail Area	Contains the fields to enter detail charge transactions for the patient.
Commit Charges Area	Contains fields to complete the charge detail transactions and the command to apply a payment to the transactions.
Other Windows The following windows are launched from the Commit Charges Area, under specific circumstances.
Quick Payment Entry	Contains fields for entering a payment received at the time of service.
Prior Authorization Maintenance	Manually attaches a referral authorization to a charge and displays referrals associated with charges. Tip: For more information, see Adding a Referral to a Charge.
Referral Authorization Window	Automatically loads referral authorization information to the charge. Tip: For more information, see Adding a Referral to a Charge.

Charge Entry - Overview

Editing Uncommitted Charges

Editing Committed Charges