Diagnosis can be entered once and shared across, professional, dental and institutional claims on the Superbill Screen. Tabs for Medical Services, Dental and Professional claims are added to select the appropriate codes for each type of claim.

Charges can be added from Appointments calendar or Patient Encounters screen. 

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.

Enter Charges on Add Charges Screen

1. Click appointments on main menu
2. Click Add Charges.
3. Select the patient’s name by typing the last 4 to 5 characters of patient name and select the patient. You can type last name then first name with a space between them.
4. Select a facility.
5. Select a provider.
6. Click Create Encounter.
7. Click open Superbill.
8. 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).
9. All diagnoses are added to every service.
10. Select the Services (CPTS) by typing code or description and clicking on the code.
11. Deselect diagnosis that should not be assigned to a CPT.
12. Add modifiers by typing them with a comma between them or selecting them.
13. If price does not pull in then the payer is not assigned to a price list. (See Assigning Prices to Payers)
14. Check that CLIA or NDC code appears and that the service is billable.
15. Select Finalized and Close.
16. Update your superbill sheet that the charges are finalized.