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.


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