Charge Set Up Checklist

Charge Set Up

I. Dictionaries - Map to Practice Management System

a. ICD9

b. Charge Code

c. CPT4

d. Billing Location

e. Billing Area

f. Division

g. Encounter Type

II. Differentiate Office Charges from Procedure Charges III. Validation of Provider Set Up a. All providers are “Schedulable” b. All provider are “Billing Providers” IV. Validate Groups (Specialties) are all accounted for and listed correctly V. Map Providers a. Map Billing Location b. Map Billing Area c. Map Division VI. Determine and Set Enterprise Preference Settings VII. Identify and Set Charge User Preferences VIII. Determine and set Compliance Code Set Up IX. Determine and set Charge Additional Information Set Up X. Determine Charge Task Assignments (Do any need to be set as delegated?) XI. Set RID items for charge when? a. Orders b. Administration XII. Determine Use of Charge Details Other dialog box XIII. Determine need and user of Compliance Codes then set up XIV. Set Properties within notes that are going to user E/M coder (if any) XV. Determine Use of Patient Lists & Set Up a. Hospitalist – rounds? b. Surgery Charges c. Provider rounds XVI. Set up Charge Sub-Groups (from current charge tickets)