Billing

Configure Procedure Codes

The Procedure codes can be pre-configured by following the steps given below.

1. Go to Settings > Billing > Procedure Codes
   
2. Click the '+ Procedure Code' button to add a Procedure code.
   
3. Enter the Code number, Description, Charge, Discount, Category, Modifiers, Place of Service, Tax, and additional details if needed.

Note: If the required Category is not available, click the 'Add New' link and enter the Category name. New Tax can be added using the '+Tax' button under the 'Settings > Billing > Billing Settings' section. When the second tax option is enabled, the 'Tax2' field will be shown while adding/editing the Procedure Code.

4. Click the 'Add' button to add the Procedure Code.
   

Edit Procedure Code

1. Go to the 'Settings > Billing > Procedure Codes' section.
2. Click the 'More Options' (...) icon and select the 'Edit' option to edit the Procedure code.
3. Edit the details and click the 'Update' button to save the changes.
   

Delete Procedure Code

1. Go to Settings > Billing > Procedure Codes
2. Click the 'More Options' (...) icon and select the 'Delete' option to delete the Procedure code.
   
3. Click the OK button to confirm the deletion.

Edit/Delete Procedure Category

The Procedure Codes are grouped based on the Procedure Category in the 'Group View' section. The category can be edited/deleted by following the steps given below.

1. Go to Settings > Billing > Procedure Codes.
2. Select the 'Group View' option.
   
3. Click the 'Category Settings' button.
4. You can edit/delete the category by clicking the respective icon against each category.
   
5. You can drag and drop the Categories to re-order the position. These Categories will be shown in the same order in the 'Invoice > Choose From Master List' option while generating the Invoice.

Note: The Categories that have Procedure Codes associated with them cannot be deleted unless you edit all Procedure Codes assigned to the category and reassign them to a different category.

Import/Export Procedure Codes

To import/export Procedure codes, click the 'More Options'(...) icon adjacent to the '+ Procedure Code' button and select the 'Import/Export Codes' option.

Import Procedure Codes

1. To import codes, click the 'Import' option.
2. Create a CSV file with the Procedure Codes you need to import and arrange the data in the specified format - Code, Description, Category, Charge, Modifier1, Modifier2, Modifier3, Modifier4, Tax Name, and Place of Service. You can download the sample CSV file for reference. Code, Description, and Category fields are mandatory.
3. On entering the data in the required format, delete the row with the column names and save the file in .csv format.
4. Choose the file and click the 'Import' button.
5. The Procedure codes will get added to CharmHealth.
   

Export Procedure Codes

1. To export the codes, choose the 'Export' option.
2. Select if you need to export all categories or a single category.
3. Click the 'Export' button. A CSV file will get downloaded to your drive.