How to add a charge for things like Medical Records or Forms for Self Pay?
If you have charges for patients that you need to keep separate from their medical insurance billing, then you can follow these steps to add those types of charges to a Self Pay claim:
1. Ensure you have a CPT code defined that represents the charge and mark it as Patient Responsibility only:
2. Ensure you have the Charge amount set in Master Charges:
3. Enter a New Encounter - you can use the Billing Only Appointment type, from Encounters screen in the patient chart, use the + Encounter
4. Add your charge from the charges screen:
5. Select the "Claim Info" tab to be able to change the insurance to Self Pay and/or Change the price if it is just a one-time change.
Change the price by clicking right in the cell with the charge amount and adjust as necessary and tab off to save that.
Change the payor to Self Pay - this will make it clear to your billing department if you outsource your billing.
**If you do not see Self Pay as a payor for the patient, you can select the [...] ellipse button and add that insurance in as a secondary or supplemental policy for the patient.
6. Finally, Mark this claim as No Bill. This will ensure the claim does not get set back to the primary payor.
7. Close the Encounter