Mandatory: Always require an Accident on new Cases, for ALL Case Types.

Not Mandatory (and ---): Cases will not require an Accident on the Case.

Yes: Allow the same modifier to be added more than once when entering a procedure line.

No (and ---): Do not allow duplicate modifiers on a procedure line.

Yes and (---): Enable the Incomplete Charge Review screen Incomplete Review Screen

No: Do not use this screen. I prefer to review Encounters individually, one at a time.

Background

Yes (and ---): The Assigned Provider from the Patient's demographics will default as the Rendering Provider in Charge entry

No: Do not default the Assigned Provider as the Rendering Provider

This setting controls whether the System will display a Validation Warning or Error when an invalid diagnosis is entered on a Charge.

Choose what goes in Box 29 (Amount Paid) on a secondary HCFA

No (and ---): If a Charge being saved contains Dx codes that are different than the Dx codes on the Case attached to the Charge, the system will warn the user. The user is also given the option to have the system automatically update the Case Dx with the Dx information on the Charge.

Yes: The system will ignore discrepancies between the Dx on the Charge and the Dx on the Case. No warning will be provided.

No (and ---): Procedure lines with $0 can be saved

Yes: Do not allow the saving of $0 procedure lines

This setting controls the behavior of the Link Appointment popup when modifying a Charge.

NDC information pulls from the CPT® Library.

This setting determines how balances are handled when Encounters are created with Non-Par Insurances

Controls the order of Charge lines during Charge Entry.

This setting controls the availability of the diagnosis Reorder/Delete feature when there are multiple procedure lines and the diagnosis links on the procedure lines are not all the same.

Background: When Charges are created automatically from clinical documentation, the ICD codes often need to be updated for billing. The drag and drop Dx Reorder feature makes it very easy to update the Dx code order on the Claim, however, when the pointers are different on each line, rearranging the order can affect lines differently, which is why this feature is not active by default unless the pointers are the same on all lines.

Determines the resulting Claim Status of a Zero Balance Incomplete Charge upon completion.

This may be useful when sending zero balance Claims to a Payer as part of an incentive program.

Determines if the RVU column is displayed during Charge Entry and on the Encounter Dashboard.

Determines if Charge entry lines contain a single DOS field or a DOS From and DOS To field.

Splitting allows you to take one Encounter and separate the Charge lines onto two separate Encounters. This feature is available when entering/modifying a Charge and from the Encounter Dashboard.

No (and ---): Users need to enter a date of service (DOS) for every service line during Charge entry

Yes: the DOS entered for a service line defaults as the DOS for the next service line

This is simply a keystroke saver if you don't usually enter Line Notes. If this is the case, choose 'Unit' for this Setting and when you leave the Unit field, you will be ready to enter the next line (this is the default behavior).

To enter a Line Note, you would need to select the line after entry and enter the note.

If you regularly enter Line Notes, you will want to choose "Note" as the selection.

Add the Tax Procedure Code: Libraries > Procedure Codes > Add

This setting controls how Charge Templates are accessed during Charge Entry (drop-down or Lookup).

Yes: Provides the ability in Charge entry to designate the Charge as Professional or Institutional

No & ---: Default; All Charges are entered as Professional Charges

This setting determines if a Case on an appointment should be automatically added to the Charge when the appointment and Charge are linked in Charge entry.