• Some of those changes can be accomplished using the Charge Management Update panel on the Add/Modify Charge Management Rule screen.
• The change occurs when:

• An Incomplete Encounter is Completed.

• A new Encounter is marked as Production for the Charge Type and is Saved.

• When the Charge is received from the Chart Documentation and is being auto-completed.

• The Charge Management Rule(s) for an Encounter will show in the Validations panel on the Encounter Dashboard.

Add a Charge Management Action

1. Select the Charge Management button from Libraries on the Left Side Menu.

2. Select the Add button.

3. Add a Description.
4. Charge Entry Validation: Select None or select Warning if you want to see the validation Pop-up each time an Update is being performed.

• If Warning is selected, it will appear in a banner on the Modify Charge screens, which can be useful when viewing the Charges in the future.

5. Batch Validation: Uncheck.
6. Validate When Conditions Are: Select Met.
7. Enter a Validation Message.

8. Enter your Criteria.

9. In the Actions panel:

• Select the Insurance you want to change.
• Claim Insurance Billing Groups: Select if applicable.
• Select the applicable option from the Field dropdown..
• Action: Select the Action.

• The Action options vary based the Field selection.

• Value: The Value field displays dependent upon the Field selection.

Learn More

Charge Management Actions Examples