Add Charges to an Institutional Claim

Add HCPC Codes to Institutional Claims

Follow the steps below to add HCPC codes to an institutional 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. Enter the charge information (e.g., Date of Service, CPT, POS, TOS, Modifiers (m1-M4), Unit Price, etc).

    Additional charge information lines will appear after you've added the previous line. 

  4. Click the Status drop-down menu to choose from one of the statuses by referencing the Status under the Institutional Claim Field Descriptions below.

  5. Click the Drug Info hyperlink to enter additional information related to the claim.

  6. Click Save.

Add Charge Options to Institutional Claims

Follow the steps below to set any applicable charge options from the charges section of the 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. Under Charge Options choose any of the options that are applicable:

    1. Update patient Procedure Code 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.