Charge Detail Screen

Clicking on the Charge Detail button shows the individual transactions for the invoice. The screen will change depending on the content of the Invoice Type field on the Invoice screen. A picture of each screen is included on the following pages. If you don’t see a field you need on the screen you are using, you may be using the wrong type of invoice. For example, if you have selected a Standard invoice, you will not see the fields you need for 1500 Claim Form (HCFA) billing.

Although it is possible to enter invoice detail here, it is much faster and easier to use the orders for billing. That way pertinent information about the transaction is carried over for you automatically. You may return to this section to add additional transactions at any time until the invoice is processed. Adding detail lines to a processed invoice is not encouraged, but may be appropriate if you are making a correction to the invoice.

Over time there will be many invoices for any account, therefore you must be certain you are adding a transaction to the correct invoice. It is unlikely that you will make this type of error if you add charges via Orders. Only potentially appropriate invoices will be displayed, and you can view the Note field there to pick the invoice that exactly meets your needs.
Note: You cannot add receipts or adjustments from this screen; to do that, you must use the Receipts/Adjustments menu choice.


Label Description
Account Type C Company, E Employee (patient).
Invoice # Carried from Invoices.
Resp Responsible party (carried from Invoices).
Status

Controlled by the program:

  • B Billable: has not been processed (and reversed entry not yet processed)
  • P Processed: has been processed
  • V Voided: will not print on the invoice
  • X Processing error occurred, call Customer Support
Code Optional user code.
Patient ID Patient ID for this transaction, followed by unlabeled field with patient name.
Loc ID Location ID for multi-location facilities.
ICD (1 through 4) Four ICD codes are carried over from Injury.
Note: If you add a new code here, also add it to the Treatment screen.
Line Number A unique identifier for this transaction; controlled by SYSTOC, cannot be edited.
Service Date Date of service being billed.
Treatment ID Links to specific treatment record if there is an Injury ID on the Invoice Header.
Fee Code Fee code for transaction, links to Fee file.
Unlabeled Fields Description of the fee code, followed by the CPT4/HCPCS code and Charge Type:

C = Charge, R = Receipt, A = Adjustment.

Fee Modifier Additional CPT4 code data, for greater precision in describing the service. Automatic from Fee file when a fee code with a default modifier is used. Press F5 to select from list.
Quantity Number of items, includes two decimal points. This permits you to bill for time spent as a fraction, for example, 1.25 hours. Quantity is limited to one in some fees (controlled by the Fee file).
Requested $ Payment requested by an outside provider (used by third-party administrators).
Standard $ Standard fee amount (which may be location specific). While in Add mode, if you manually adjust the standard fee amount and then change the Location ID, the manual amount overrides the location-based fee. Exiting this field will open the discount box, see below.
Discounted $

Fee after discounts, if any, from the Discount Table or Discount % fields in the record for the responsible party. When you move to this field, a special discount box pops up to display more information.



If the table is empty or none of the choices are desirable, press ESC . Delete the current contents of the field and type the desired amount in the Discount $ field or select from the pop-up calculator keypad (remember it's the dollar amount of the fee after the discount has been applied). This alternate method offers you a very quick way to discount a fee amount.

Saved $ Difference between the standard fee and the discounted fee. ( Discounted $ subtracted from Standard $) multiplied by Quantity .
Net Amount Discounted $ multiplied by Quantity .
Payer Ins. ID The insurance plan that paid the bill, if known. Populates from Receipts and Adjustments if completed on that screen.
Check # The number of the check received for payment. Populates from Receipts and Adjustments if completed on that screen.
Staff ID Applicable Medical Staff ID, normally from the Treatment record; see also Medical Staff field descriptions for exceptions.
Receipts Amount received for payment. Populates from Receipts and Adjustments if completed on that screen.
Adjustments Amount adjusted from the invoice. Populates from Receipts and Adjustments if completed on that screen.
Pmt Type Indicates who made the payment (Company, Insurance, or Patient) when the payment is a receipt. Populates from Receipts and Adjustments if completed on that screen. This field is editable if a change is needed.
Comment Additional explanation if needed.
Entry The two sets of fields in the Entry section display information about people who enter data on this screen. The Added section displays the User ID of the person who recorded the line item and the date of entry. The Changed section displays the User ID for the most recent change, along with date and time of data entry.