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The Charges option is used to display charge information for a particular patient. You can use the Show Visits check box to toggle between viewing a list of actual posted charges, or a list of visit dates on which charges were expected to be posted. You can also use the My Charges Only check box to toggle between viewing just your own charges, or all charges to which you have access. A setting in your user profile determines whether you are able to see just your own charges, just those charges within your department, or all charges. The My Charges Only check box is visible only if you have access to more than just your own charges. When you first click on the Charges display option, you see a summarized list of charges on file for the patient. The summary list shows you the following information for each charge transaction: date, billing provider/team, procedure codes and descriptions, quantity, and diagnoses. In addition to the summary, you can view the detailed information for any specific charge on the list. To view detailed information, follow these steps:
  1. Select a patient on the Patient List tab, or click on the Details icon from another option.
  2. Select the amount of information you wish to display by clicking on the Timeframe drop-down list.
  3. Click on Charges from the display list. The patient data display area shows the Charges summary window. The contents vary depending whether the Show Visits checkbox box is selected.
    • When the Show Visits option is not checked, the summary window shows you the following information for each posted charge transaction: date, the hold reason(s) (if the transaction is currently held for review), billing provider/team, procedure codes and descriptions, quantity, and diagnoses.
    • When the Show Visits option is checked, the summary window calculates the charge status for each day of the patient’s visit(s). If charges have been entered for a given day, it shows you the date, the hold reason(s) (if the transaction is currently held for review), procedure codes and descriptions, rendering or billing provider, quantity, and diagnoses (billing provider/team can also be added to this display via an XML customization; contact your Commure Pro representative). If charges have not been entered for a given day, the display provides an easy mechanism to enter those charges.
      Your system administrator can determine which visit types are included in this display. For example, they might configure the display to calculate the charge status of inpatient and outpatient visits, while excluding pre-registration or recurring visits from appearing.
      • Items that display “Add” are visits for which charges have not yet been entered. Click on the Add link to enter a charge for this visit (with the correct service date), using the standard charge transaction screen. Please refer to Basic Steps for Entering a New Charge Transaction for instructions on how to enter charge information on this screen. You may see a brief message after the Add link to warn you when the visit date is still within the global post-operative period after a surgical CPT code has been entered. For example, if a 10 day global period were in effect, the Add link might look like this: Add (Global 10). Typically, you should not enter an E&M code during a global period unless a modifier is used. The exact wording of the message is configured by your administrator.
      • Charge codes and descriptions that are printed in red text are draft charges.
      • Charge codes and descriptions that are printed in black text are completed charges.
      • Charge codes followed by an (A) indicate that the charge was automatically added after the transaction was saved, as a result of the optional Automated Code Entry feature (see Managing Charge Transactions with Auto-Added Codes). You can see the auto-added codes only if this feature is enabled in your user preferences.
      • Charge codes followed by a (P) indicate that the charge was automatically added after the transaction was saved, as a result of the user answering the PQRS Clinical Metrics questions (see Answering the Clinical Metrics Questions). You can see the auto-added codes only if this feature is enabled in your user preferences.
    • You can filter the list to display just your own charges, by checking the My Charges Only box.
    • You can change the sorting order of the charges summary list by clicking on any heading. For example, if you click on the Date/Time column, the sort order toggles between ascending and descending order by service date.
  4. If you would like to see further information about a particular charge transaction or visit, click on the row containing the charge or visit. A detail window opens below the summary list. This window gives you the full details of the charge or visit. Depending on the type of item (charge or visit), one or more buttons are available in the title bar of the detail window:
    • Edit and Delete buttons: If you are viewing a draft charge transaction, or a transaction that is still in the Holding Bin (charge status of Draft, Draft (HH), or Holding Bin), there are Edit and Delete buttons in the title bar of the Charge Detail window (see Editing a Charge Transaction from the Patient List or Patient Search Tab and Deleting a Charge Transaction from Patient List or Patient Search Tabs).
    • View button: If you are viewing a transaction that can no longer be edited or deleted because a) it has a charge status of Outbox and you do not have permission to edit charges in the Outbox, or b) it has a charge status of Sent to Billing, then the View button appears in place of the Edit and Delete buttons. Click the View button to open a read-only screen that displays all of the details of the charge transaction. At the bottom of the screen, an Add New Charge button is available, in the event that you need to enter additional charges for services (since the current transaction cannot be changed). See Entering or Editing Charges for more information. If you are a Level 0/1/2 administrator, you may also see a Return to Holding Bin button, if that feature is enabled in your use profile.
    • Copy button: If you are viewing a charge transaction with any charge status, a Copy button is available in the title bar of the Charge Detail window. Click Copy to create a copy of this charge transaction, with a different service date. See Copying a Charge Transaction from the Patient List or Patient Search Tab for more information.
    • Submit button: If you are viewing a draft transaction (status of Draft or Draft (HH)), there is a Submit button in the title bar of the Charge Detail window. After examining the details of the transaction, if you determine that it is now ready to submit to billing, click the Submit button. Or alternately, you can click the Edit button to open the draft transaction for editing, make any necessary corrections, and then click Submit on the Charge Transaction screen. In both cases, the transaction is then sent to either the Holding Bin or Outbox, based on your system’s configuration.
    • Mark as Reviewed button: If the charge transaction was held for review, the reason(s) that it was held for review will be listed at the top of the Charge Detail window, and if you are a Reviewing User, a Mark as Reviewed button will also be displayed in the title bar of the window. Transactions that are held for review for one or more reasons must be reviewed by a Reviewing User before they can be sent to the Outbox. If you are configured as a reviewing user, you can look over the charge information in the Charge Detail window, and if everything is correct, you can then click the Mark as Reviewed button to mark the transaction as reviewed. All hold reasons that you are authorized to resolve are cleared when you use this method. Or alternately, you can click the Edit button to open the transaction so that you can review it in more detail and possibly make corrections. On the Charge Transaction screen, you can then click the Up Arrow on the Mark as Reviewed button, uncheck any of the hold reasons that you have resolved, and click Submit. Please note that transactions can also be marked as reviewed in a variety of charge report options.
    • Add Charge button: If you are viewing a visit for which charges have not yet been posted (billing status of Not Coded), you will see a Not Coded Visit Detail window instead of the standard Charge Detail window. This screen gives you information about the visit, and contains an Add Charge button in the title bar of the window. Click this button to enter charges for the visit (or you can just click the Add link in the summary window for that visit day). For detailed information on how to enter a charge, please refer to the section entitled Basic Steps for Entering a New Charge Transaction.
  5. (Optional) You may print the Summary or Detail window by clicking Print . For details on printing in the display area, see the text describing the Print icon in Understanding the Patient Data Display.