Chart: Billing/Patient Ledger Tab

The Billing tab allows you to view and manage all evaluations, group sessions, and labs marked as billable, billed, or do not bill for the selected patient. You can also view the ledger, and export items to CSV or Excel files. You can also organize and set defaults for diagnosis codes.

Note: This tab may be named something else depending on your facility's preferences.

Required Permissions: Users must have Super Admin, Records Admin, or Manage Users permissions to view and use the Billable, Billed, Do Not Bill, and Ledger areas.

Billable/Billed/Do Not Bill/Ledger

For information on the Billable, Billed, Do Not Bill, and Ledger tabs, check out this article, which covers billing audit tool reports and the ledger. The instructions will be the same but for the entire instance instead of for an individual patient.

Diagnosis Codes

Default Diagnosis Codes

Once diagnosis codes have been added to a patient's facesheet, you can view them here.

Saved Defaults

Defaults are saved in sections per billing type and include Attendance, Inpatient, Labs, MAT Dosing, OBOT, Outpatient, and Per Diem Service.

1. This section will remain empty until modifications are made to a billable item's dx codes and saved as the default for that billing type.
2. Once defaults have been saved, they will appear on the Diagnosis Codes tab.
3. You can reorder them by clicking on the arrows and dragging them into the desired order. Add or exclude codes by clicking on the + or x icons.