Set Up Billing Quick Guide
-
Decide between Billing and Tracking Charges.
Refer to Billing (Invoicing) Compared to Tracking Charges. You can use both, if necessary.
-
Decide about fee tables by location.
If you need multiple fee tables, see Fees By Location.
-
Set billing preferences.
- Go to Utility > Program Preferences. For more information, see Program Preferences.
- Set Billing module switches as required.
-
Create cost centers.
- Go to File Maintenance > Setup Billing > Cost Centers. For more information, see Cost Centers.
- Add a record for each cost center, including one for receipts.
-
Create fee codes.
- Go to File Maintenance > Setup Billing > Fees. For more information, see Fees.
- Add a fee code for every billable item, receipt or adjustment.
-
Implement discounts.
- Determine your approach to discounts, see Discounts and Reimbursable Amounts.
- If discount tables will be used, create them at File Maintenance > Setup-Billing > Discount Table Fees. For more information, see Discount Table Fees.
- Specify the discount in appropriate Patient, Company, Benefit Plan or Procedure records.
-
Decide report order for processing.
See Invoice Report Order.
-
Enter EOMB codes.
- Add codes as needed, see EOMB Codes.
-
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.
-
Determine collection policy.
- Edit collection stages if needed, see Collection Stages.
- Establish benefit plans.