Quick-Post

With the Quick-Post function, you can quickly post same type charges. An example would be flu shots, allergy injections, or lab work.

Upon accessing this function, one of the following screens will display based on how your practice has elected to post procedures:

Batch Number the Batch Number screen will display if your practice has elected to use batch numbers for posting procedures. For information on using batches, see the Transaction Batch Control Menu.

Data Field Information

If you did type or select a batch number, the detailed information for that batch number will display. The fields are 'informational only' and cannot be changed. Running Totals are provided for the charges, payments, and adjustments so you can see the total amounts currently posted.

Superbill Number - the Superbill Number screen will display if your practice has selected the Post from Superbill Number field in the CGM webPRACTICE Default Values function. You can only post from a Superbill Number if your practice uses the Print Superbills function in Scheduling. When you use superbill numbers to post procedures it eliminates several data entry keystrokes and reduces the chances of selecting the wrong patient.

Data Field Information

Prompt	Response	Req	Len
Superbill #	Type the applicable superbill number. If you type a superbill number that is invalid or one that CGM webPRACTICE cannot identify, a No Superbill Number found, manual entry required message displays and the patient look-up screen displays so you can proceed. The superbill number you typed in then defaults in the Superbill # field on the Procedure Entry detail screen.		10

Patient Look-up - If your practice does not post using superbill numbers, you will be required to select the patient account you want to post procedures to using the standard Patient Look-up function.

After you have completed the applicable lead-in screens the main quick-post screen will display. Quick-Post only allows for a single procedure code and/or procedure grouping code and up to two diagnosis codes.

Data Field Information

Prompt	Response	Len
Batch Number	Informational only Displays the batch number selected in the Batch Number screen.	17
Accounting Date	Informational only Displays the Accounting date which is automatically set to the current system date.	8
Date of Service	This field indicates the date the procedures were performed. The default displayed will be either the current system date or if you are posting from superbill numbers, the default date will be the date of the appointment. To change the date, click the calendar icon to select a date.	8
Performing Dr	This field indicates which doctor actually performed the procedure(s). The default displayed will be either the responsible doctor code contained in the Patient Name record or if you are posting from superbill numbers, the doctor the patient was scheduled to see. To change the Per Dr select from the Performing Doctor List.	3
Insurance Dr	This field indicates which doctor will be submitted on the insurance claim. If your practice selected the Default Per Dr for Ins Dr field in the CGM webPRACTICE Default Values function, the insurance doctor field will automatically default to the performing doctor code. To change the Ins Dr select from the Insurance Doctor List.	3
Location	This field indicates where the services were performed. The default displayed will be either the default location contained in the Patient Name record or if you are posting from superbill numbers, the location the patient was scheduled at. To change the location select from the Location List.	3
Procedure Code	Type the code you want or click the magnifying glass to search the table. This code will automatically default to the code stored in the Default CPT field in the CPTDX DMS record if it has been completed for the selected patient.	10
Mlt	Type the multiplier/number of units to indicate the number of times this procedure is performed. This field defaults with '1'.	3
Procedure Group	Type the code you want or click the magnifying glass to search the table. This code will automatically default to the code stored in the Default Grouping field in the CPTDX DMS record if it has been completed for the selected patient.	20
Diagnosis 1	Type the code you want or click the magnifying glass to search the table. This code will automatically default to the code stored in the Default DX field in the CPTDX DMS record if it has been completed for the selected patient. If no codes have been entered in the Default CPT/DX Codes DMS record and the current date is 9-30-2015 or earlier, the primary diagnosis code from the last posted ICD-9 Encounter will default. If the current date is 10-01-2015 or later, the primary diagnosis code from the last posted ICD-10 Encounter will default.	10
Diagnosis 2	Type the code you want or click the magnifying glass to search the table. This code will automatically default to the code stored in the Default DX field in the CPTDX DMS record if it has been completed for the selected patient. If no codes have been entered in the Default CPT/DX Codes DMS record and the current date is 9-30-2015 or earlier, the secondary diagnosis code from the last posted ICD-9 Encounter will default. If the current date is 10-01-2015 or later, the secondary diagnosis code from the last posted ICD-10 Encounter will default.	10
Referring Dr	This field indicates which doctor referred the patient for the procedure(s). The default displayed will be either the referral doctor code contained in the Patient Name record or if you are posting from superbill numbers, the referring doctor stored for the appointment. To change the Ref Dr select from the Referral Source list.	6
Superbill #	If your practice has selected to post from superbill numbers, this number will be defaulted from the previous Superbill Number screen. Otherwise this response is optional. Your response must be numeric, if entered, and may not contain leading zeros. This unique superbill number may not be used again. This entry is used to track superbill numbers.	10

Internally, the department code will automatically be posted with the default department code selected for the Performing Doctor code. There is also a CPTDX DMS Record provided for the Quick-Post function that you can complete for individual patients to specify the codes you want to use each time the Quick-Post function is accessed for that patient. For additional information, see the CPTDX entry under the Patient, Change Patient Data, DMS section.