Set Up Billing Quick Guide

  1. Decide between Billing and Tracking Charges.

    Refer to Billing (Invoicing) Compared to Tracking Charges. You can use both, if necessary.

  2. Decide about fee tables by location.

    If you need multiple fee tables, see Fees By Location.

  3. Set billing preferences.
    1. Go to Utility > Program Preferences. For more information, see Program Preferences.
    2. Set Billing module switches as required.
  4. Create cost centers.
    1. Go to File Maintenance > Setup Billing > Cost Centers. For more information, see Cost Centers.
    2. Add a record for each cost center, including one for receipts.
  5. Create fee codes.
    1. Go to File Maintenance > Setup Billing > Fees. For more information, see Fees.
    2. Add a fee code for every billable item, receipt or adjustment.
  6. Implement discounts.
    1. Determine your approach to discounts, see Discounts and Reimbursable Amounts.
    2. If discount tables will be used, create them at File Maintenance > Setup-Billing > Discount Table Fees. For more information, see Discount Table Fees.
    3. Specify the discount in appropriate Patient, Company, Benefit Plan or Procedure records.
  7. Decide report order for processing.
  8. Enter EOMB codes.
    1. Add codes as needed, see EOMB Codes.
  9. Review CPT4 modifiers.
    Some are provided, add more if needed at File Maintenance > Setup Billing > CPT4 Fee Modifiers. For more information, see CPT4 Fee Modifiers.
  10. Determine collection policy.
    1. Edit collection stages if needed, see Collection Stages.
  11. Establish benefit plans.