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 OID items for charge when?
a. Orders
b. Administration
XII. Determine Use of Configurable Text Fields
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
d. Orderable Items 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