Add Charge Options to Professional Claims

Charge options are one of the many tools and features used to save you time. Quickly update a patient's default Diagnosis and Procedure codes based on the codes currently on the claim to save you time when you create another claim for this patient, or create a new charge panel based on the entered claims.   

Follow the steps below to set your charge options.

  1. Select Claim > Claim.

  2. Use the Search field to search for your claim. 

    Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.

  1. Open the claim.

  2. Click the Charges tab.

  3. Under Charge Options choose any of the options that are applicable:

    1. Update patient ICD and CPT defaults: Selecting this option will update the patient’s default codes within the Patient section. 

    2. Create new charge panel from these procedure(s) by checking the box.

    3. Use the Set all charges to drop-down menu to select a status (e.g., send to payer, balance due patient, user print and mail, etc.).

  4. Click Save