Billing

Configuring Billing Templates

Templates for Billing Procedure Codes in CharmHealth allow you to pre-configure a group of Procedure Code. These templates can be used while creating an Encounter and generating an Invoice. The Procedure Codes and their charges gets auto-populated on the respective fields on choosing the template. To create a Billing Procedure Code Template, follow the steps given below.

1. Go to Settings > Templates > My Templates
   
2. Click the '+ New template' button to add a new Template.
   
3. Enter the Template Name and choose the Template type as 'Billing Procedure Codes'. Click the 'Proceed' button to continue.
   
4. Click the '+ Add Items' button to add the Procedure codes.
   
5. Enter the Procedure codes or description to find and add the Procedures. Click the 'More' button to add more entries.
   
6. Click the 'Delete' icon to remove the entries. Click the 'Add' button to confirm the addition of selected codes.
   
7. Click the 'Save' button to save the changes.

Use of Billing Templates

In Encounter

• While adding the Procedure codes during an Encounter under the 'Encounter > Procedure Codes' section, click the 'Choose from Templates' option.
  
• The pre-configured Billing Templates will get listed under the 'My Templates' section.
• Select the Billing Template from the list and click the 'Add' button.
  
• The Procedure Codes with their charges will get filled automatically.
  

In Invoice

• Go to the 'Patient Dashboard > Billing > Invoice' section.
• While adding the Procedure Codes, click the 'Choose from Templates' option.
  
• Under the 'My Templates' section, select the pre-configured Billing Template from the list and click the 'Add' button.
• The Procedure Codes with their charges will get filled automatically.