Charge Entry - Step-By-Step Example

The following scenario guides you through the minimum steps required to enter a charge transaction for a patient.  The scenario uses example field values, italicized for clarity.  To follow the scenario, simply substitute the examples with valid values from your practice.

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1. Load the Patient.

1. Enter Patient Number 55019 in the Patient Reference Panel.

2. Press [ENTER] to activate the Patient Load button.

2. To open Charge Entry and display the Batch Entry Window, click Charge Entry in the Menu Tree.

3. Review the Batch Entry Window defaults.

1. Select the OFFICE Batch Type in the drop-down menu.

2. Press [TAB] to close the drop-down menu.

3. Review all of the default values.

4. Press [ENTER] to activate the OK button and to move onto the Work Window.

4. Review the Location & Provider Area.

1. Make any necessary changes to the Location Code, Provider Codes, dates, etc.  If your defaults from the Batch Entry Window are all applicable, no changes are required.

2. Press [ENTER] to activate the End Batch button and to move into the detail transaction area.

5. Enter the transaction in the Transaction Detail Area.

1. Enter ANT in the Insurance Code field (ANT for Anthem in this case).  Press [TAB].

2. Press [TAB] to accept the default Accept Assignment option (Y/N).

3. Enter 1 in the first Diagnosis Code field to pull the diagnosis in from Patient Entry.  Press [TAB] until you reach the Procedure field (skipping the other diagnosis fields).

4. Enter 90050 in the Procedure field (for Office Visit).  Press [TAB].

5. Press [ENTER] to activate the Add Line button, which completes entry for the current line.

6. Press [ENTER] to activate the End Charges button to finish entering detail lines and to display the Commit Charges Area.

7. Press [ENTER] to activate the Commit charges button.

Congratulations!  You have finished entering a charge transaction.