Procedure Entry Screen-Bottom Section

After completing the top section, when you press tab, your pointer will stop at the Service Date (Serv Date) field which reflects the date the procedure was actually performed. This is the date that will be printed on statements and insurance forms. Remember that it is the Accounting Date that will be used for aging the procedures and accumulating the statistical information. The default response displayed for the service date for the first procedure will be the Accounting Date that was entered. Any subsequent procedures will default to the service date entered for the previous procedure. You may enter up to 400 procedures per encounter.

The next field is for the Procedure or CPT code. Your response to this field must be any valid procedure code from the Procedure Code Table or you may click the magnifying glass icon to search for a code or add a new procedure code to the table. When you press tab to accept the procedure code entered, where the pointer stops next, depends on how you have your tab stops set up in the Procedure Entry Integration function. If you don't have any tab stops set up, the remaining fields will automatically be filled in using: no modifier, the diagnosis codes entered in the top section, a multiplier of 1, and the charge amount based on the values stored for the procedure code in the procedure code table. If you do have tab stops set up, your pointer will stop at the selected field and allow you to modify the entry.

Procedure Grouping - On the bottom portion of the screen you will notice a drop down box labeled Grouping. This list box contains all the Procedure Grouping codes created for your practice. Click the arrow on the list box to display the available grouping codes.

If you select a grouping, all procedures contained in that grouping will automatically be displayed on your screen. This is extremely helpful when codes have to be bundled or for combinations of codes that are often billed out together.

If the Check for Duplicate Transactions field is selected in the Procedure Entry Integration function, CGM webPRACTICE will check to see if the procedure you just entered has already been posted to the patient's account within the last 90 days. If it has, you will receive a warning message.

The Description field will display the complete description of the procedure selected as defined in the Procedure Code Table. You may type your own description for more detail. Forty characters are allowed for your description. Anything typed into the description field will override the Procedure Code Table description. This description will print on patient statements and will be displayed when reviewing the patient's transaction history. When you advance to the next field, the brief description from the table will automatically replace the full description (if the table description was accepted). If you typed in your own description, the characters entered will be shortened to twenty. Your entire entry will be maintained within CGM webPRACTICE, but needs to be shortened at this time to allow room for the additional responses.

There are certain special procedure codes that require you to type data in the description field. After you type the procedure code, the pointer will automatically focus on the description field and require you to type the applicable data. Some of the codes included are; AUTH-authorization numbers, NOTE-notes, TIME-anesthesia time, PS-purchased services. For detailed instructions, see the Special Procedure Codes section.

The Modifier is an optional field that you can use to enter any procedure code modifiers necessary for insurance submission. You may type up to three, two digit modifier codes. The codes should not be separated by dashes or commas when typed. For example, to type the three modifiers '22', '51', and '80' they should be typed as '225180'). To force electronic claims to the paper file, type 'PP' as the modifier. Those claims will be listed on the Exception Report with the reason of ' Paper Submission Due to Modifiers'. You can type the 'PP' by itself or in addition to other modifiers.

In the four Diagnosis Pointer fields on each line item, you can make reference to the specific diagnosis codes (entered in the top portion of the screen) that apply to this procedure. Only one diagnosis pointer (1-12) should be entered per field. The first pointer entered should reference the primary diagnosis for the procedure. You can change the order of reference for each procedure, if necessary, which could affect your reimbursement from the insurance carrier.

You can crosscheck procedure codes against diagnosis codes using the CPT®/DX Cross Linking Table.  If you link a diagnosis code to a procedure code in the CPT®/DX Cross Linking Table and in Procedure Entry you enter a procedure code without having entered one of its linked diagnosis codes, a message appears.  This is a warning only and you can continue entering the procedure. When this message displays, the dx icon on the line item is activated. Click the dx icon to view a list of all the valid diagnosis codes that are linked to the procedure code. You can then select a code from the list by clicking it and then clicking Save or by double-clicking the code. The selected diagnosis code will be inserted in the top portion of the screen and the appropriate diagnosis pointer will be inserted for the procedure line item.

The defaulted diagnosis pointers represent all of the diagnosis codes entered in the top portion of the screen, in the same order (up to four), unless the procedure code is linked to one of the diagnosis codes in the CPT®/DX Cross Linking Table or you selected a linked diagnosis code, or if the procedure code has a Default Diagnosis entered in the Procedure Code Table. If you enter a Default Diagnosis code on a procedure in the Procedure Code Table, that code will default when that procedure code is entered. At least one diagnosis pointer is required on each procedure line item to Save the encounter. If no pointers exist, a message will display informing you which procedure line item requires a pointer.

Hierarchy for Diagnosis Pointer field population:
The following are listed in the order of priority and as soon as a match is found the pointers will be inserted and no further match checking will be performed.

If there is a diagnosis code(s) in the CPT®/DX Linking Table that exists for the procedure code entered and the diagnosis code(s) has been entered in the top portion of the screen, the diagnosis pointer(s) for the diagnosis code(s) will be inserted.
If the procedure code has a Default Diagnosis entered in the Procedure Code Table, the diagnosis code will be inserted in the top portion of the screen and the appropriate diagnosis pointer will be inserted for the procedure line item.
If diagnosis codes have been entered in the top portion of the screen, up to four diagnosis pointers will be inserted for the procedure line item, in the same order they were entered in the top portion of the screen.

The A column contains the accept assignment indicator. A default response exists, but you can change it. The Y (Yes) or N (No) response that defaults in this field is based on a number of fields throughout CGM webPRACTICE. For more information, see Accept Assignment Protocol.

The multiplier field is used to indicate the number of times the procedure was performed. The default response displayed is a '1'. If any other number is entered at this prompt the charge amount for the procedure will automatically be multiplied by the number entered. For correct reimbursement from the insurance, it is very important to enter the correct multiplier or number of units here rather than inflating the price.

The last item filled in is the charge amount. This field indicates the amount to be charged for the procedure. You may either accept the default charge amount displayed, or you may override the default displayed with any other amount. There are several different places the default amount displayed could be coming from. Examples of each are explained below:

In the simplest form, each procedure code has a Normal Price defined in the Procedure Code Table. If no other circumstances affect the Normal Price in the Procedure Code Table, that is the amount that will be defaulted in the Charge field.
The Procedure Code Table also allows up to five other "normal" rates to be entered. These other rates (referred to as Rate Schedules in the Procedure Code Table) must be used if more than one doctor exists in the practice but each doctor does not charge the same amount for each procedure. If that is the case, each doctor would be assigned to a specific Rate Schedule. It is through the Rate Schedule in the Procedure Code Table that each doctor's normal price for each procedure is defined. If the performing doctor is assigned to a Rate Schedule, and no other circumstances affect the normal price for that doctor, that is the amount that will be shown in the Charge field. If no amount exists in that doctor's Rate Schedule for the procedure performed, the amount that would be defaulted is the Normal Price for that procedure.
For various reasons the need may exist to bill certain groups of patients with amounts other than the normal fees (i.e., Medicare patients, industrial patients, etc.). CGM webPRACTICE allows you to maintain separate sets of fees for billing these certain groups of patients. These fees are referred to as the alternate fees and they are maintained in the Fee Schedule Tables. If the patient currently being billed is assigned to one of these Fee schedules, the alternate fee amount contained in that Fee Schedule for that procedure will default in the Charge field. If no alternate fee existed in the Fee Schedule for that procedure, the amount that would be defaulted in the Charge field is the amount contained in the Procedure Code Table. In addition to having a normal alternate fee in the Fee Schedules you may also have alternate fees for the doctor's different Rate Schedules (if they also differ). If a patient is assigned to a Fee Schedule and the performing doctor is assigned to a Rate Schedule, the alternate fee contained in the Fee Schedule for that doctor's Rate Schedule is the amount that would be defaulted. If the doctor does not have an alternate fee defined in the Fee Schedule for the procedure performed, the amount that will be defaulted during procedure entry is the amount defined as being the normal alternate fee for that procedure. If a normal alternate fee is also not defined the Rate Schedule amount from the Procedure Code Table will be the default in the Charge field.

If you have your tab stop set at the amount field, once you tab off of the amount field, the DX button will once again be activated. Pressing tab once more will bring you back to the next Service Date prompt. You will continue the process until you have all charges entered for this patient.

The quickest method to delete all the fields for a procedure is to position the pointer on the field you want to delete and click. When the procedure code is highlighted, press the Delete key and then Tab.

Note: if you change the CPT or the multiplier field, the amount will also change accordingly.

Click Save after you have completed entering all the procedures. The procedures you just entered are immediately posted to the patient's transaction history, the statistical records, and the aging records.