Add Charges to a Professional Claim

Add Diagnosis and CPT codes to a Professional Claim

Follow the steps below to add Diagnosis and CPT codes to a professional claim.

  1. Select Claim > Claim.

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

    Check 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. Enter at least one Diagnosis code in ICD A field. Or search for a diagnosis code from your list by clicking the icon.

  4. Enter the charge information (e.g., Date of Service, CPT, POS, TOS, Modifiers, Unit Price, DX Pointers, Unit Price, and Units)

  5. Use the Status drop-down menu to choose from one of the statuses by referencing the status descriptions below.

  6. Click the Other hyperlink to enter additional information related to the claim, such as service information (e.g., drug information, measurements, DME (CMN) forms, and chiropractic information). 

  1. Click Save.

Add Charge Options to Professional 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

Reorder Charge Columns on a Claim

Columns can be reordered to match your desired claim entry workflow. Any changes made will be remembered the next time you create a claim. 

  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. Hover over the column header you wish to move (POS, TOS, MOD, Units, Amount, Etc.) and right-click on it.

  4. Select Move Left or Move Right.

  5. Repeat for any other column headers. 

  6. Click Save.