Viewing Documentation in Charge Verification

Upon entering the Charge Verification screen, users can review details for all existing charges.

Due to expanded functionality that has been added to several areas of Enterprise Edition, users can now use Charge Verification to quickly view documentation that is related to a particular charge (both before and after the billing process is completed).

Documents tab

This tab displays the Documents screen (for the associated patient) with the document highlighted that is associated with the charge, which allows you to quickly review information in the Document Status section.

To locate a document that is associated with a particular charge:

1. Using the Main Menu, navigate to Tools | Charge Verification.

2. Select the desired charge to highlight the entry. Once a charge is highlighted, the Documents tab will become enabled.

3. Click the Documents tab to display all existing documents (for the selected patient). The document that is associated with the charge will be highlighted.

This tab contains functionality that is identical to the screen found in Patients | Documents, which includes the ability to create new documents.

4. If desired, review document details in the Document Status section or open the document itself (within the Clinical Documents tab of Charge Verification) by clicking on the blue document link.

Clinical Document tab

This tab allows users to view documentation related to a particular charge (while in Charge Verification).

To view a document that is associated with a particular charge:

1. Using the Main Menu, navigate to Tools | Charge Verification.

2. Select the desired charge to highlight the entry. Once a charge is highlighted, the Clinical Document tab will become enabled.

3. Click the Clinical Document tab to display the document associated with the selected charge, beginning with the first page.

For information on how to approve charges, learn more about the Charge Verification screen.