Manually add visits and charges

Description:

While normally, charges are added to an accounting visit when the note is locked in documentation, you can also manually add visits and charges in the accounting section of the patient navigator. This can be useful for adding cancel/no show fees and you do not wish to utilize DME charges or to change CPT codes after a note has been locked.

Applies To:

TheraOffice Onsite and Web, Users with Accounting Access

Steps:

1) Navigate to the Accounting tab of a patient navigator and select New Visit from the top toolbar.

This image shows the accounting tab in the patient navigator, at the top left you can see the new visit button.

2) This will open the New Visit window, where you will select a date of service, the case and facility, the discipline of the visit, as well as the Rendering and Submitting Providers.

This image shows the new visit tab where you edit the visit information

3) This will create a new blank visit and open it in a subtab on the patient's navigator. From there, select Add Charges to add each CPT code and the appropriate number of minutes. Here, you can also add any necessary modifiers and ensure the POS is correct.

This image shows the new blank visit, under the visit information box you can see the add charge button

This image shows the add charges window where you can search for the CPT code, add the number of units, and add modifiers