Steps to Enter Charges for Non-Office Charges

1. Click appointments on the main menu.

2. Click Add Charges.

3. Select the patient’s name by typing the last 4 to 5 characters of the patient's 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 Order set 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 click on the code.

11. Deselect diagnosis not assigned to 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.