Client Charge Input With Diagnosis Entry - Cal-PM

Enter services (charges) for a client.

• Entering a service posts the service fee to the client ledger, and adds the services to the client’s treatment history.
• The Cost Of Service field can be edited in the Client Charge Input (Charge Fee Access), and Client Charge Input (Charge Fee Access and Diagnosis Entry) form.
• 'Medical Diagnosis' fields are available in this form, and in the Client Charge Input (Charge Fee Access and Medical Diagnosis) form.
• A managed care authorization must be setup for the client in the Managed Care Authorizations form.

1. ---

   Go to: Avatar PM > Services > Ancillary/Ambulatory Services
2. In the Date Of Service field, enter the service date.
3. In the Client ID field, enter the client name, select the Search button, and the corresponding entry.
4. In the Episode Number field, select the client episode.
5. In the Program field, select the client program.
6. In the Service Code field, enter the service code, select the Search button, and the corresponding entry.
   Note:  The service must be required by a client, or a client and practitioner (Service Required By field, Service Codes form).
7. In the Practitioner field, enter the practitioner name, select the Search button, and the corresponding entry.
8. Select Display Managed Care Authorization Data.
   Note: The Managed Care Authorization Data screen displays managed care authorizations for the client, service code, and date of service.
9. In the Duration (Minutes) field, enter the service duration.
10. In the Location field, select the service location.
11. In the Co-Practitioner field, enter the practitioner name, select the Search button, and the corresponding entry.
12. In the Co-Practitioner Duration (Minutes) field, enter the service duration.
13. In the Co-Practitioner 2 field, enter the co staff member, click the Search button, and select the corresponding entry.
14. In the Co-Practitioner 2 Duration (Minutes) field, enter the service duration.
15. The Cost of Service displays the service fee, setup in the Service Codes and Service Fee Maintenance forms.
16. In the Active Medical Diagnosis field, select the medical diagnosis.
    Note: This list contains medical diagnoses associated with the client (Medical Diagnosis form).
17. In the Diagnosis fields, enter the ICD-10 code, select the Search button, and the corresponding entry.
18. In the Evidence-Based Practices / Service Strategies (CSI) field, select the service strategies. This field provides additional service information.
19. In the Additional Service Information field, select the applicable codes.
20. In the Psychotherapy Add-On Duration field, enter the add-on duration in minutes.
21. In the Add-On Notes field, enter any additional information related to the add-on.
22. Select Submit.

► SQL Tables

• SYSTEM.billing_tx_charge_detail
• SYSTEM.billing_tx_history
• SYSTEM.site_specific_tx_history
• SYSTEM.staff_tx_history

► Registry Settings

• Activate Program/Service Code Filter
• Allow Selection Of Inactive Service Codes With Defined Fees For Date Of Service
• Associate Client Charge With DSM Diagnosis
• Days After Discharge To Allow Services
• Fields to Retain After Filing
• Filter Active Medical Diagnosis
• Include Discipline
• Include Modifiers
• Include Notes From Charge Input
• Include Start - End Times
• Medical Diagnosis 3 (Client Charge Input)
• Medical Diagnosis 4 (Client Charge Input)
• Number Of Allowed Service Diagnoses
• Practitioner Not Enrolled Warning Type
• Program Access
• Recalculate Service Duration When Service Start - End Times Updated
• Require Medical Diagnosis
• Use Start - End Time In Client Duplicate Service Check
• Use Start - End Time In Practitioner Duplicate Service Check