Steps to book a New Appointment and Enter Charges

1. Click Appointments on the main menu.

2. Click on the date of the appointment.

3. Click the time slot box under the provider’s name.

4. Select Provider Appointment from the pop-up menu.

5. Select the patient’s name or check box New Patient to enter a new patient.

6. Select a visit type.

7. Click Save Appointment.

8. When a patient arrives, click on the appointment.

9. Select status from the pop-up menu and then select Check in (Chk-In).

10. An encounter and note are created.

11. Click on appointment and select Superbill.

12. The clinical staff will have entered diagnosis and orders, but if they have not then use Select an Order Set for the orders.

13. Select an Orderset or type an ICD9/10 or description then select a diagnosis. (The search field next to it is a more advanced search).

14. All diagnoses are added to every service.

15. Select the Services (CPTs) by typing code or description and click on the code.

16. Deselect diagnosis not assigned to CPT.

17. Add modifiers by typing them with a comma between them or selecting them.

18. If price does not pull in then the payer is not assigned to a price list. (See Assigning Prices to Payers)

19. Check that CLIA or NDC code appears and that the service is billable.

20. Select Finalized and Close.

21. Update your superbill sheet that the charges are finalized.