Billing and Practice Management

Use the Edit Charges feature in the Billing History in a patient's chart if you need to edit diagnoses, procedures, or other encounter or claim information. For example, you can change the place of service, the provider of service, responsible party for each charge, copay amount due, billing provider, and other information. After you make changes, you can queue up a new claim.

You can change the responsible payor for any charge on any encounter, and change the portion of the charge that is the copay.

You may need to assign a billing provider to an encounter after it has been posted. Use the Edit Charges in the patient's Billing History to make changes.

If you post a payment and later discover the procedure or payment was a mistake, you may need to "relink" the payment to different procedure.

As you bill for an encounter or troubleshoot problems with a claim, you can keep encounter-specific notes that are attached to the billing history of the encounter.

If a secondary insurance requires the EOB from the primary, or any claim requires a certificate of medical necessity, discharge summary, or other clinical documentation, you need to send an attachment to the payor. You can edit the encounter and add an attachment code to an encounter, generate a unique attachment ID, and specify the attachment type and method. Attachment information will then be sent with the electronic claim.

You can adjust an encounter’s place of service when you post charges. Sometimes you need to change the place of service of an encounter after the charges have already been posted. Select the encounter in the Billing History in the patient’s chart. Then click “Edit Charges”. Next, edit the encounter’s location, or any other information […]

Learn how to change the copay due on a charge. You may need to do this after charges have been posted and a claim has been filed.