Charge Set Up Checklist

CHARGE SET UP

I. Dictionaries - Match with Practice Management System Dictionaries

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 (Situational Data Elements)

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 use 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)

a. Diagnosis Sub-groups

b. Visit Charges Sub-groups

c. Procedure Sub-groups

XVII. Charge Exploding Sets

XVIII. Charge User Favorites

a. Diagnosis Codes

b. Visit Charges

c. Procedure Charges

XIX. Special Billing Edits (Injury Type)

    IDX/Flowcast Clients Only