Charge Management Actions

Charge Management Actions

Release 4.8

Some Payers require different information on a Claim that other Payers do not require. 
  • 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.

  1. Select the Add button.

  1. Add a Description.
  2. 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.
  1. Batch Validation: Uncheck.
  2. Validate When Conditions Are: Select Met.
  3. Enter a Validation Message.

  1. Enter your Criteria.

  1. 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



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