EHR Preconfigured Section - Billing
Using the Billing Section
The Billing section is used to enter billable procedure (CPT) codes pertaining to that patient's visit. To enter a code, follow these steps:
This section CANNOT be used on Clipboard forms (Not a patient-facing section).
This section CANNOT be used on Patient Portal forms.
Click the blue Charges link
In the resulting window, use the search bar to enter at least three digits of a CPT code or you can search keywords that would be in the description of a code.
Once you have located the desired code, select the code in the main portion of the window and click Select.
To add multiple charges, repeat this process.
Note that you cannot pull Billing Codes from previous Patient Forms.
If the form you are using also contains the Encounter Diagnosis section, and diagnosis codes have been added to this section, these diagnosis codes can be tied to the CPT codes added in the Billing section (See the Encounter Diagnosis article here). If the Encounter Diagnosis section is not present on the form, then diagnosis codes will not be able to be associated to charges until they are posted to the Ledger.
Once a charge has been added the section will look like this, with the diagnosis codes already associated:
Clicking the blue link for the CPT code will bring up the following window and options:
Code: Displays the code being edited with the description of the code below this.
Modifiers: Allows for modifiers to be associated to the code.
Units: Allows for the number of units that will be applied.
Procedure Date: This will default to “today’s date” but can be modified to a previous date, if needed.
Diagnosis Pane: This area allows any associated diagnosis to be selected/deselected and, if there are multiple codes in this area, the order of the diagnosis codes can be drag and dropped to a specific order. Up to 4 diagnosis codes can be used for each CPT code.
Delete button: Removes the billing code from the section
Reset Dx Order button: Reverts the list of diagnosis codes to their original order.
Done button: Commits the changes and takes the user back to the form.
The last option you will see in this sections is Create Billing Order. To Create a Billing Order, click the Create Billing Order link. The Charges listed within the Coding section will appear as BILLED, and a CareClip order will be added to the Orders ability automatically. Once charges are billed, they can no longer be edited, though new charges can be added, and those new codes can be billed separately.
Posting Charges from a Care Slip Order
To post the charges added to the Billing section, go to the Orders ability and you will see an Order titled Careslip Charges. Select this order and you will see details on the charges being billed, any associated diagnosis codes, and other related details. To post the charges to the Ledger, simply click the Post Charges button.
This will take the user to the Charge window in the Ledger. If any additional details or diagnosis codes need to be added, this can be done in this window before adding the charge to the Ledger. Once finished, click Save.
Associating Care Slip Orders to a Specific MacPractice User
A specific person in the office can be designated to receive all Careslip Orders (usually the Office Biller). To accomplish this, refer to the following steps:
Go to References
In the sidebar locate the Order Types node
Expand this node and select the Careslip Charge option
In the main window to the right, select a MacPractice user in the Default Assigned to User dropdown. By default, Current User will be selected, which means that the Order will be assigned to whoever creates the Order.
Sample Form View
Sample Narrative View
