E-Superbills (Non-Scheduling)

With the E-Superbills (Non-Scheduling) function, you can capture charge and coding data for patients without linking the entry to an appointment (unlike E-Superbills entered through the Schedule, Check In/Out function). Prior to using this function you need to complete the E-Superbills (Non-Scheduling) Integration and create your E-Superbill using the Superbill Wizard function located on the System, Form Wizards menu. Patients have to be Registered to enter E-Superbills. The procedures for each E-Superbill are saved and can be posted to the patient's account using the Unposted Procedures function located on the Transactions menu.

Upon accessing this function, a list of any previously saved E-Superbills displays. To edit an E-Superbill for a patient, click anywhere in the row. To add a new E-Superbill for a patient, click the Select Patient Action Column button to select a patient.

Action Column Buttons

Select Patient — Opens the standard patient look-up to select the patient you want to enter an E-Superbill for.
Add/Edit Filter — Opens the filter screen so you can narrow the list to specific E-Superbills.
Remove Filter — Clears the active filter and returns the list to the full set of saved E-Superbills.
Refresh — Refreshes the list to reflect any changes.

After you have selected a patient, you need to select a Date of Service, Doctor, Location, and Superbill Name. Click Save.

Data Field Information

Prompt	Response	Len
Date of Service	Type the date you want or click the calendar icon to select a date.	10
Doctor	Type the code you want or select from the list.	4
Location	Type the code you want or select from the list.	6
Superbill Name	Select the Superbill Name for this E-Superbill.	20

The E-Superbill screen displays and is automatically data-filled with the information for the selected patient, based on the fields you selected when creating the superbill. For security purposes, if a User has not been given access to the Procedure Entry function within the Model User Menus function, they are only authorized to use the Notes function.

From the main E-Superbill screen, you have the following functions available:

Select Procedure Codes

To select a procedure code within any category on the superbill, select the check box next to the code. The selected codes are listed in the Procedures Header section in the order you select them and they are highlighted within the superbill so you can quickly see every code selected.

If the code you need is not listed on the superbill, select one of the check boxes under the Other category.

Select which Table you want to select the procedure code from.

Depending on which table you selected, type the procedure or procedure group code you want or click the magnifying glass to search the table.

The code is inserted in the Other section.

If you select a Procedure Group code, the individual procedure codes contained in the group do not immediately display in the E-Superbill because they are stored internally. To view the individual codes, first Save the E-Superbill and then re-access it from the Detailed Patient Check In/Out screen. Each of the codes is listed under the Other category.

You can add Units and/or Modifiers to a procedure code by clicking the description of the code. You can type up to seven digits in the Units field.

If the patient's appointment contains an Authorization, an AUTH procedure code is automatically stored as an unposted procedure along with the other procedures selected.

If the superbill contains a Fee Column, it displays the price for each selected procedure. The prices are always based on the current effective date for the date of service and procedure code entered. If a date of service does not fall within an applicable procedure code effective date, the price for the current effective date is used. If additional units are entered for any procedure, the new price is calculated and displayed in the Fee Column. To use the Fee Column, access the Superbill Wizard, select the superbill, click Procedures in the Action Column, select Options in the Action Column, and select the Show Fee Column check box.

Select Diagnosis Codes

To select a diagnosis code within any category on the superbill, select the check box next to the code. The selected codes are listed in the Diagnosis Header section in the order you select them and they are highlighted within the superbill so you can quickly see every code selected. The diagnosis codes are linked to the procedure codes based on the order you select them.

If the code you need is not listed on the superbill, select one of the check boxes under the Other category.

Type the diagnosis code you need or click the magnifying glass to search the table.

The code is inserted in the Other section.

Modify Linking

You can change the order the diagnosis codes are linked to the procedure codes using this function. After you have selected all the procedure and diagnosis codes for the superbill, click Modify Linking in the Action Column if you need to change the linking order. The Procedure/Diagnosis Linking window is separated into two sections: All Procedures and individual procedures. You can make changes to the linking and apply them to all the procedure codes at one time, or you can make changes to each individual code as needed. Every diagnosis code you selected in the E-Superbill is listed in the Linked Diagnosis box. The diagnosis at the top of the list represents the primary diagnosis. To move a diagnosis code, first select it by clicking it, then use the directional arrows provided to make the necessary linking changes.

	Click to move the diagnosis code up one line in the list.
	Click to move the diagnosis code down one line in the list.
	Click to move a diagnosis code from the Linked Diagnosis list to the Unused Diagnosis list.
	Click to move a diagnosis code from the Unused Diagnosis list to the Linked Diagnosis list.

If you make changes in the All Procedures section, click Apply to All first and then click Save. After the changes are saved, the Modify Linking function is inactive in the Action Column. If you need to make any additional changes you must use the Clear Linking function first, which resets the linking back to the original order when you selected the diagnosis codes in the E-Superbill.

Clear Linking

You can delete any previous changes made through the Modify Linking function and reset the linking back to the original order you selected the diagnosis codes in the E-Superbill.

Notes

You can add notes for this E-Superbill to provide information or follow-up instructions to your front office or billing staff.

General Notes display whenever this appointment is accessed in Patient Check In/Out, Unposted Procedures, and the Procedure Entry Function.
Check-Out Notes display in the Patient Check In/Out function.
Billing Notes display when the E-Superbill charges are accessed through Unposted Procedures and the Procedure Entry Function.
Claim Notes automatically store a NOTE procedure in Unposted Procedures along with the other procedures entered in the E-Superbill and can be up to 70 characters long.

The notes also appear when you view the E-Superbill image from the Patient's Transaction History.

***CGM webCODER Clients Only***

If you select the Code Checks on E-Superbill in Background check box in the CGM webCODER Integration function, code checks process in the background for E-Superbills, which eliminates long delays when saving E-Superbills. There may be some delay between the time the E-Superbill saves and the CGM webCODER dot appears on the Unposted Procedures screen, but in most cases this delay is unnoticeable.