Workflow for Entering Charges

1. Methods to Enter Charges:

• Method 1: Use the Superbill option from the pop-up menu when you click on Appointments.
• Method 2: Enter charges directly from the Patient Encounter Screen by clicking on the Superbill.
• Method 3: Use Add Charges on the Patient Encounters.

2. Reviewing Superbills and Claim Status:

      To check the status of superbills and claims:

• Use the Patient Encounters Screen, or
• Utilize the Claim Status Dashboard, or
• Access the Insurance Collections Dashboard.