Charge Panels

Charge panels are a powerful tool that help you create claims faster. Charge Panels, also known as bundling, allows you to create a predefined group of two or more CPT codes that can be added to a claim as separate line items. Creating Charge Panels for procedures that are often times billed together can save time and coding errors when added to claims. 

Who can use this feature?

Users with the Codes permission.



CollaborateMD is unable to instruct you on what codes are allowed to be bundled or used in a Charge Panel, please contact the patient's insurance company for more information on what codes are allowed to be bundled together.   

Have you set a default billing status for any code(s) on the charge panel? The status will still apply to that code when added to the charge panel. 

Add a Charge Panel

  1. Select Customer Setup > Codes... > Charge Panels.

  2. Click the Add Panel button. 

  3. Type a name for this charge panel in the Title field.

  4. In the Code field, enter a short code that can be used as a shortcut to enter this panel into a claim. All charge panels will begin with CP (Charge Panels).

    Limitations: Charge Panel "Codes" must be unique to the customer you're currently logged into. The Code field supports numbers OR letters after the "CP".

  5. Use the Type drop-down menu to select whether this charge panel will be used on Professional or Institutional claims.

  6. Write a description for this charge panel in the Description field. 

  7. Click on the  icon in the Code column to select a CPT/HCPCS code to include on the charge panel.

  8. Configure the default selections for the code.

    When using the code default modifiers and/or price, the system will not display the defaults as these can be set globally or for specific situations. Please fer to the Codes Defaults and Fee Schedule Help Articles for more information. 

  9.  Click the Add Charge button to continue adding codes.

  10. Click the Save button.

Find or edit a Charge Panel

Follow the steps below to find or edit an existing Charge Panel.

  1. Select Customer Setup > Codes... > Charge Panels.

  2. Use the Show All button to view all charge panels or use the Search field to further drill down your search. 

    Place a check the "Include inactive panels" box to include inactive panels in your search results. 

  3. Select the Charge Panel.

  4. Optional: Modify the charge panel. 

  5. Click Save. Otherwise, click Close if no changes were made.


Inactivate a Charge Panel

In the event a Charge Panel is no longer in use, you can inactivate the panel to prevent staff members in your office from using or referencing it; there is no way to permanently delete a charge panel.

  1. Select Customer Setup > Codes... > Charge Panels.

  2. Use the Show All button to view all charge panels or use the Search field to further drill down your search. 

  3. Select the Charge Panel you want to make inactive. 

  4. Place a check in the Make this charge panel inactive box.

  5. Click Save


Reactivate a Charge Panel

Follow the steps below to reactivate a Charge Panel. 

  1. Select Customer Setup > Codes... > Charge Panels.

  2. Place a check in the "Include inactive panels" box to include inactive panels in your search results.

  3. Use the Show All button to view all charge panels. Or use the Search field to further drill down your search. 

  4. Select the Charge Panel to reactivate.

  5. Click OK when the “This charge panel is currently inactive.” pop-up displays.

  6. Uncheck the Make this charge panel inactive box.

  7. Click Save.