Charge Templates

Charge Templates


You can set up multiple Charge Templates. Create and Save these Templates for frequently entered procedures that use the same set of codes or Self Pay Charges for products purchased in the office.
  • A Charge Template can also be used for Explosion Codes.


Add a Charge Template

  1. From Libraries on the left Sidebar menu, click Charge Template.


    

  1. Click Add to create a new template.



  1. Enter a Template Name.
  2. Enter Diagnosis Code(s) or leave blank. MISC can be used.
  3. Enter a CPT® Code. This can be the name of your product or a real CPT code. (The CPT must be added in the Procedure Code Library before it can be used here).
  4. Add any applicable Modifiers or leave blank.
  5. Fee defaults from Procedure Code Library but can be overridden here.
  6. Billable:
  • Bill: Bills to Insurance
  • Do Not Bill: Informational only. No transactions can be posted.
  • Patient Only: Bills to the Guarantor of the patient.
  1. Add a Line Note if applicable.
  • Tab through until Procedure appears in the window below. 
  • You can add a second Procedure Line entering the information for the second line. Both line items will appear in the window when finished.


  1. Click Save (F2).


Use the Charge Template

Charge Templates can be used for bonus/capitation posting, combinations of Charges that are used together, Front Desk use for Self-Pay Forms and Product sales, etc.

  1. On the Post Charge screen, complete the Patient and Claims panels as usual.
  • For Insurance, choose the Insurance or Self Pay.

  1. In the Claims panel, select the Charge Template from the Template dropdown.
  2. Enter the Date of Service (DOS) in the DOS popup window.
  3. Select Save (F2).



Explosion Codes

Charge Templates can also be used for Explosion Codes.

  • Example: Lab codes that are commonly billed together can be added to a Charge Template to automatically add these codes when the Charge Template is selected during Charge Entry.
  • Add all the Procedure Codes that you want to populate on the Charge Entry screen.
  • On the Charge Entry screen, select the Charge Template, and all codes will auto-populate.


Charge Template for Bonus/Capitation/Incentive Payments

  1. Template Name: Enter a recognizable Name, such as, Incentive Bonus Capitation
  2. Dx: MISC
  3. CPT: MISC
  4. Fee: 0.00
  5. Billable: Choose Bill from the dropdown and Tab through the fields.
  6. Select Save [F2].


® CPT copyright 2019 American Medical Association. All rights reserved.


    • Related Articles

    • Enter a New Charge (Encounter) Manually

      Before entering Charges, attach to a Reference Batch. Close the Reference Batch when finished reviewing the Charges. If the Reference Batch is left open, the Charges will not batch. Accessing the Post (Add/Modify) Charge Screen Use one of the ways ...

    • Charge Management Tag and Worklist Assignment

      Assign a Tag to a Charge Management Rule When a Tag is assigned to a Charge Management Rule, and the Charge meets the Rule's criteria, the Tag will be auto-assigned to the Encounter. Access: Libraries > Charge Management Rules On the Add/Modify ...

    • Charge Management Rule Examples

      Alert for Provider Credentialing There is a System delivered Charge Management Rule to display a Validation Warning for Providers who are not yet Credentialed with a Specific Insurance. Use this link for more detailed documentation: Hold Billing for ...

    • 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 ...

    • Modify a Charge

      The Modify Charge screen is used to change or modify an existing Charge or Incomplete Charge. It is accessed from the Encounter Dashboard. Change the Rendering Provider If the Rendering Provider is modified on the Claim level, you have the option to ...