6 * @link http://www.open-emr.org
7 * @author Ranganath Pathak <pathak@scrs1.org>
8 * @copyright Copyright (c) 2017 - 2018 Ranganath Pathak <pathak@scrs1.org>
10 * @license https://github.com/openemr/openemr/blob/master/LICENSE GNU General Public License 3
13 use OpenEMR\Core\Header
;
15 require_once("../../interface/globals.php");
20 <?php Header
::setupHeader();?
>
21 <title
><?php
echo xlt("Using the Feesheet");?
></title
>
23 @media only screen
and (max
-width
: 768px
) {
26 text
-align
:left
!Important
;
32 <div
class="container oe-help-container">
34 <center
><h2
><a name
= 'entire_doc'><?php
echo xlt("Using the Feesheet");?
></a
></h2
></center
>
37 <p
><?php
echo xlt("Use the fee sheet to charge for services or products. ");?
>
39 <p
><i
class="fa fa-exclamation-circle oe-text-orange" aria
-hidden
="true"></i
> <strong
><?php
echo xlt("Before beginning to use the Fee Sheet read through this help page and do some preliminary setup.");?
></strong
>
41 <p
><?php
echo xlt("The default fee sheet can be modified and customized to make it more useful.");?
>
43 <p
><?php
echo xlt("A followup appointment can also be scheduled right from the fee sheet.");?
>
44 <button type
="button" class="btn btn-default btn-sm btn-calendar oe-no-float"><?php
echo xlt("New Appointment");?
></button
>
46 <p
><?php
echo xlt("The default fee sheet is divided into several sections and is designed to be filled from top to bottom with the save button at the very end.");?
>
50 <li
><a href
="#price_level"><?php
echo xlt("Set Price Level");?
></a
></li
>
51 <li
><a href
="#select_code"><?php
echo xlt("Select Code");?
></a
></li
>
52 <li
><a href
="#search_additional"><?php
echo xlt("Search for Additional Codes");?
></a
></li
>
53 <li
><a href
="#selected_codes"><?php
echo xlt("Selected Fee Sheet Codes and Charges for Current Encounter");?
></a
></li
>
54 <li
><a href
="#select_providers"><?php
echo xlt("Select Providers");?
></a
></li
>
55 <li
><a href
="#setup"><?php
echo xlt("Setup the Fee Sheet");?
></a
></li
>
56 <li
><a href
="#customize"><?php
echo xlt("Customize the Fee Sheet");?
></a
></li
>
59 <div
class= "row" id
="price_level">
60 <h4
class="oe-help-heading"><?php
echo xlt("Set Price Level"); ?
><a href
="#"><i
class="fa fa-arrow-circle-up float-right oe-help-redirect" aria
-hidden
="true"></i
></a
></h4
>
61 <p
><?php
echo xlt("This lets you set the price level for the charges and let you charge different rates for different modes of payment.");?
>
63 <p
><?php
echo xlt("The default is 'Standard' usually used to reflect rates charged for insurance billing. You can have a different amount charged for credit card payment and for cash payment"); ?
>.
65 <p
><?php
echo xlt("By selecting a payment method the rates calculated for that payment method will be automatically displayed in 'Selected Fee Sheet Codes and Charges for Current Encounter' section"); ?
>.
67 <p
><i
class="fa fa-exclamation-triangle oe-text-red" aria
-hidden
="true"></i
> <strong
><?php
echo xlt("You need administrator privileges to add more options"); ?
>.</strong
>
69 <p
><?php
echo xlt("To add more options to the dropdown menu go to Administration > Lists > Manage Lists and select 'Price Level' in the dropdown box and enter the types e.g: Credit Card, Cash etc."); ?
>.
71 <p
><i
class="fa fa-exclamation-circle oe-text-orange" aria
-hidden
="true"></i
> <strong
><?php
echo xlt("The actual amounts that will be displayed must exist in the database"); ?
>.</strong
> <strong
><a href
="#setup" class="oe-help-redirect"><?php
echo xlt("See Setup the Fee Sheet"); ?
></a
></strong
>
73 <div
class= "row" id
="select_code">
74 <h4
class="oe-help-heading"><?php
echo xlt("Select Code"); ?
><a href
="#"><i
class="fa fa-arrow-circle-up float-right oe-help-redirect" aria
-hidden
="true"></i
></a
></h4
>
75 <p
><?php
echo xlt("This section is where the codes use to charge for the visit are selected"); ?
>.
77 <p
><?php
echo xlt("The default has two buttons that is set for 'New Patient' and 'Established' patient"); ?
>.
78 <button
class="oe-no-float oe-inline"><?php
echo xlt("New Patient"); ?
></button
>
79 <button
class="oe-no-float oe-inline"><?php
echo xlt("Established"); ?
></button
>
81 <p
><?php
echo xlt("Clicking the button will reveal a popup that will list the E/M codes, check the appropriate code and click 'OK'"); ?
>.
83 <p
><?php
echo xlt("The selected codes will then appear in the 'Selected Fee Sheet Codes and Charges for Current Encounter' section"); ?
>.
85 <p
><?php
echo xlt("This section can be customized to group the codes into various categories"); ?
>. <strong
><a href
="#customize" class="oe-help-redirect"><?php
echo xlt("See Customize the Fee Sheet"); ?
></a
></strong
>
87 <div
class= "row" id
="search_additional">
88 <h4
class="oe-help-heading"><?php
echo xlt("Search for Additional Codes"); ?
><a href
="#"><i
class="fa fa-arrow-circle-up float-right oe-help-redirect" aria
-hidden
="true"></i
></a
></h4
>
89 <p
><?php
echo xlt("This section lets you search for the needed code if it is not in the default or customized options in 'Select Code' section"); ?
>.
91 <p
><?php
echo xlt("It lets you search by ICD 9 and ICD 10 diagnostic codes and CPT4 and HCPCS service/procedure codes"); ?
>.
93 <p
><i
class="fa fa-exclamation-circle oe-text-orange" aria
-hidden
="true"></i
> <strong
><?php
echo xlt("For a search to show results the codes must exist in the database.");?
></strong
> <strong
><a href
="#setup" class="oe-help-redirect"><?php
echo xlt("See Setup the Fee Sheet"); ?
></a
></strong
>
95 <p
><?php
echo xlt("Select the appropriate radio button. Enter the search term in the search box and click 'Search'"); ?
>.
96 <button
class="oe-no-float oe-inline"><?php
echo xlt("Search"); ?
></button
>
98 <p
><?php
echo xlt("A popup box will alert you about success or failure"); ?
>.
100 <p
><?php
echo xlt("If your search was successful the search results will be displayed in the search results box below"); ?
>.
102 <p
><?php
echo xlt("To select a particular code identify it in the returned results and click on it to select"); ?
>.
104 <p
><?php
echo xlt("The selected codes will then appear in the 'Selected Fee Sheet Codes and Charges for Current Encounter' section"); ?
>
106 <div
class= "row" id
="selected_codes">
107 <h4
class="oe-help-heading"><?php
echo xlt("Selected Fee Sheet Codes and Charges for Current Encounter"); ?
><a href
="#"><i
class="fa fa-arrow-circle-up float-right oe-help-redirect" aria
-hidden
="true"></i
></a
></h4
>
108 <p
><?php
echo xlt("The selections in this section will be used in charging for this encounter"); ?
>.
110 <p
><?php
echo xlt("They are displayed in rows and are sub divided into three groups"); ?
>.
112 <p
><?php
echo xlt("The top group consists of charges for the encounter - one row per charge"); ?
>.
114 <p
><?php
echo xlt("The next group consists of the ICD codes"); ?
>.
116 <p
><?php
echo xlt("The bottom group consists of the Copays"); ?
>.
118 <p
><?php
echo xlt("The rows containing the CPT4 codes has several boxes that need to be filled to ensure proper billing of claims"); ?
>.
120 <li
><?php
echo xlt("Modifiers"); ?
> - <?php
echo xlt("List modifiers, upto 4 can be listed, each separated by a space or a colon"); ?
>.</li
>
121 <li
><?php
echo xlt("Price"); ?
> - <?php
echo xlt("Price can be manually set or if already set can be altered here"); ?
>.</li
>
122 <li
><?php
echo xlt("Units"); ?
> - <?php
echo xlt("If a product is sold then change the default to reflect required number. Leave it at one for procedures"); ?
></li
>
123 <li
><?php
echo xlt("Justify"); ?
> - <?php
echo xlt("Justify each CPT code with one or more justifications using the dropdown box.These will reflect the diagnosis codes that was previously selected in 'Select Codes'"); ?
></li
>
124 <li
><?php
echo xlt("Provider/Warehouse"); ?
> - <?php
echo xlt("A provider or warehouse can be selected in the dropwdown box. For this option to be displayed 'Support provider in line item in fee sheet' box must be checked in Administration > Globals> Billing page"); ?
></li
>
125 <li
><?php
echo xlt("Note Codes"); ?
> - <?php
echo xlt("Add a note to the biller"); ?
>.</li
>
128 <p
><?php
echo xlt("In addition there are 2 checkboxes"); ?
>.
130 <li
><?php
echo xlt("Auth"); ?
> - <?php
echo xlt("Authorize or not as needed"); ?
>.</li
>
131 <li
><?php
echo xlt("Delete"); ?
> - <?php
echo xlt("Lets you delete a line or row. Hit 'Refresh' and the line will have a strikethrough across it"); ?
>. <button type
="button" class="btn btn-default btn-sm btn-refresh oe-no-float"><?php
echo xlt("Refresh");?
></button
></li
>
132 <li
><?php
echo xlt("To fully delete hit 'Save'"); ?
>. <button type
="button" class="btn btn-default btn-sm btn-save oe-no-float"><?php
echo xlt("Save");?
></button
></li
>
135 <p
><?php
echo xlt("To add a copay click the 'Add Copay' button"); ?
>.
136 <button
class="oe-no-float oe-inline"><?php
echo xlt("Add Copay"); ?
></button
>
138 <p
><i
class="fa fa-exclamation-circle oe-text-orange" aria
-hidden
="true"></i
> <strong
><?php
echo xlt("To display the copay amount it must have been entered in the patient's insurance under Edit > Demographics"); ?
>.</strong
>
140 <p
><?php
echo xlt("Clicking on 'Review' will list all the codes entered for previous encounters"); ?
>.
141 <button
class="oe-no-float oe-inline"><?php
echo xlt("Review"); ?
></button
>
143 <p
><?php
echo xlt("By default all codes are selected, uncheck the codes you do not want and click 'Add'. These codes will then be added to the current encounter"); ?
>.
145 <p
><?php
echo xlt("Another way to select an ICD code to justify the CPT4 code is to click on the label CPT4 at the beginning of the row"); ?
>.
147 <p
><?php
echo xlt("It will display the justify display pop-up. It has a search box that wil let you search for a ICD code. It will also display the 10 most commonly used ICD codes. You can select any or all codes by checking the J (justify) checkbox and pressing update"); ?
>.
149 <p
><?php
echo xlt("This ICD code can be automatically added to to Problem List by checking the P (Problem) checkbox. This selected item will show up in the Issues section under Medical problems"); ?
>.
152 <div
class= "row" id
="select_providers">
153 <h4
class="oe-help-heading"><?php
echo xlt("Select Providers"); ?
><a href
="#"><i
class="fa fa-arrow-circle-up float-right oe-help-redirect" aria
-hidden
="true"></i
></a
></h4
>
154 <p
><?php
echo xlt("Both rendering and supervising providers can be set here"); ?
>.
156 <p
><?php
echo xlt("The default values for the rendering providers can be set"); ?
>. <strong
><a href
="#customize" class="oe-help-redirect"><?php
echo xlt("See Setup the Fee Sheet"); ?
></a
></strong
>
158 <p
><?php
echo xlt("To allow for each procedure line to have a separate provider you have to check the 'Support provider in line item in fee sheet' checkbox in Administarion > Globals > Billing. If not checked the rendering provider in this section will be used for all claims"); ?
>
161 <div
class= "row" id
="setup">
162 <h4
class="oe-help-heading"><?php
echo xlt("Setup the Fee Sheet"); ?
><a href
="#"><i
class="fa fa-arrow-circle-up float-right oe-help-redirect" aria
-hidden
="true"></i
></a
></h4
>
163 <p
><i
class="fa fa-exclamation-triangle oe-text-red" aria
-hidden
="true"></i
> <strong
><?php
echo xlt("You need administrator privileges to perform the setup"); ?
>.</strong
>
165 <p
><?php
echo xlt("The very first step would be install the ICD codes. Go to Administraion > Other > External Data Loads. Select the Code sets you want to install and click Install"); ?
>.
167 <p
><?php
echo xlt("For full billing functionality in the United States CPT/HCPCS codes will then need to be installed"); ?
>.
169 <p
><?php
echo xlt("Read this wiki page for more details"); ?
>. <a href
="https://www.open-emr.org/wiki/index.php/Code_Types" rel
="noopener" target
="_blank"><?php
echo xlt("Installing codes in openEMR"); ?
> </a
>
171 <p
><?php
echo xlt("Importing the entire CPT code set after you license it from the American Medical Association would get you all the relevant CPT codes in one fell swoop"); ?
>.
173 <p
><?php
echo xlt("If you are only using a small subset of the CPT codes you can manually enter it in Administration > Codes"); ?
>.
175 <p
><?php
echo xlt("If you are planning on entering different prices for different modalities of payment go to Administraion > Lists"); ?
>.
177 <p
><?php
echo xlt("Select 'Price Levels' and enter Credit Card and Cash"); ?
>. <?php
echo xlt("This will give you the option to set different price levels when you are manually entering CPT codes"); ?
>.
179 <p
><?php
echo xlt("Create a spreadsheet in openoffice/LibreOffice, have 5 columns - CPT Code, Description, Standard, Credit Card and Cash. Fill in the values. From this spreadsheet manually copy and paste the values via Administration > Codes"); ?
>.
181 <p
><?php
echo xlt("To change and activate the default parameters in the Fee Sheet go to Administration > Globals > Billing"); ?
>.
183 <li
><?php
echo xlt("Default Search Code Type"); ?
> - <?php
echo xlt("Set which radio button is selected by default in 'Search for Additional Codes' section"); ?
>.</li
>
184 <li
><?php
echo xlt("Default Rendering Provider in Fee Sheet"); ?
> - <?php
echo xlt("Choose either current provider or current logged in provider"); ?
>.</li
>
185 <li
><?php
echo xlt("Support provider in line item in fee sheet"); ?
> - <?php
echo xlt(" Will add another dropdown menu in the CPT line to let you select a provider for that line item"); ?
>.</li
>
186 <li
><?php
echo xlt("Automatically replicate justification codes in Fee Sheet"); ?
> - <?php
echo xlt("Once you select a justification code for the first CPT line all subsequent CPT code lines will have the same justification. Can be manually altered later if so desired"); ?
>.</li
>
189 <p
><?php
echo xlt("This completes a basic setup and will let use use the Fee Sheet to document charges for billing purposes"); ?
>.
191 <p
><?php
echo xlt("For added ease of use the Fee Sheet needs to be customized"); ?
>.
193 <div
class= "row" id
="customize">
194 <h4
class="oe-help-heading"><?php
echo xlt("Customize the Fee Sheet"); ?
><a href
="#"><i
class="fa fa-arrow-circle-up float-right oe-help-redirect" aria
-hidden
="true"></i
></a
></h4
>
195 <p
><?php
echo xlt("There are several ways to customize the fee sheet. It depends on how comfortable you are in adding information to the database itself"); ?
>.
197 <p
><?php
echo xlt("Read these two wiki articles for customizing the Fee Sheet"); ?
>. <strong
><a href
="https://www.open-emr.org/wiki/index.php/HOWTO:_Create_Multiple_Code_Fee_Sheet_List_Categories" rel
="noopener" target
="_blank"><?php
echo xlt("Article"); ?
> 1 </a
></strong
> <strong
><a href
="http://openemr.sourceforge.net/wiki/index.php/Preparing_for_Billing_and_using_the_Fee_Sheet" rel
="noopener" target
="_blank"><?php
echo xlt("Article"); ?
> 2</a
></strong
>
199 <p
><?php
echo xlt("If you do not want to do so the following method involves adding data manually using the openEMR interface"); ?
>.
201 <p
><?php
echo xlt("The following steps will help customize the Fee Sheet to mimic the old paper superbill with a list of CPT4 and ICD codes arranged in categories"); ?
>.
203 <p
><i
class="fa fa-exclamation-triangle oe-text-red" aria
-hidden
="true"></i
> <strong
><?php
echo xlt("Before you begin customization please ensure that all the ICD and CPT codes you will be needing have been entered into the database"); ?
>.</strong
> <strong
><a href
="#setup" class="oe-help-redirect"><?php
echo xlt("See Setup the Fee Sheet"); ?
></a
></strong
>
205 <p
><?php
echo xlt("The first step is to plan what your Fee Sheet 'Select Codes' section should display"); ?
>.
207 <p
><?php
echo xlt("If you have an old superbill you can use its grouping of codes as a template to start the customization"); ?
>.
209 <p
><?php
echo xlt("Decide on the code categories and the order you want them to appear, these will be displayed on the buttons in the 'Select Codes' section"); ?
>.
211 <p
><?php
echo xlt("Open a spreadsheet in openoffice/LibreOffice create 5 columns - three for E/M / CPT codes and two for the ICD code categories"); ?
>.
213 <p
><?php
echo xlt("Alternatively download a sample spreadsheet by clicking on the Download button"); ?
>.  
<a href
="../../interface/forms/fee_sheet/fee_sheet_customization.ods" class= "btn btn-default btn-sm btn-download oe-no-float" download
="Fee Sheet Customization" rel
="noopener" target
="_blank"> <?php
echo xlt("Download"); ?
></a
>
215 <p
><?php
echo xlt("Fill in the CPT codes using the displayed format. The common E/M codes are already filled in, add more as needed"); ?
>.
217 <p
><?php
echo xlt("The first column contains the Group/Category name that will be displayed on the button"); ?
>.
219 <p
><?php
echo xlt("The second column contains the options that will be displayed when the button is clicked"); ?
>.
221 <p
><?php
echo xlt("The third column will contain the CPT code"); ?
>.
223 <p
><?php
echo xlt("The first two numbers in the first and second colum will be used to determine the sort order of the buttons and the lists that are present in the popup"); ?
>.
225 <p
><?php
echo xlt("Go to Administration > Lists. Select 'Fee Sheet' from the dropdown box"); ?
>.
227 <p
><?php
echo xlt("Replace the existing group and option values with these ones taking care to match the E/M codes"); ?
>.
229 <p
><?php
echo xlt("Add the remaning codes, in order to do so the CPT code must already exist in the database"); ?
>.
231 <p
><?php
echo xlt("After you filled in the spreadsheet with the relvant ICD categories and ICD codes go to Administration > Lists. Select 'Service Category' from the dropdown box"); ?
>.
233 <p
><?php
echo xlt("Enter the category data in the appropriate fields and click 'Save'. These will be used to group the ICD codes and will be displayed on the buttons in the 'Select Codes' section"); ?
>.
235 <p
><i
class="fa fa-exclamation-circle oe-text-orange" aria
-hidden
="true"></i
> <strong
><?php
echo xlt("Go to Adminstration > Lists and select 'Code Types' from the dropdown box. Use either ICD 9 or ICD 10, inactivate ICD 9 and select 'No' in the last dropdown box under ICD 10"); ?
>.</strong
>
237 <p
><?php
echo xlt("Go to Adminstration > Codes. Select ICD 10 under Type, enter ICD 10 Code, enter Description, under category select an appropriate category, this ICD 10 code will then appear when the button with that category is clicked"); ?
>.
239 <p
><?php
echo xlt("Click 'Save'"); ?
>.
241 <p
><i
class="fa fa-exclamation-circle oe-text-orange" aria
-hidden
="true"></i
> <strong
><?php
echo xlt("After you have finished entering all the ICD 10 codes go to Adminstration > Lists and select 'Code Types' from the dropdown box. Select 'ICD10 Diagnosis' from the last dropdown box under ICD 10"); ?
>.</strong
>
243 <p
><?php
echo xlt("Click 'Save'. Now you will be able to use the Search feature to search all ICD 10 codes"); ?
>.
245 <p
><?php
echo xlt("The 'Select Codes' section will now have all the CPT and ICD codes that you entered grouped under the categories that you had decided upon"); ?
>.
247 <p
><?php
echo xlt("The custmomized Fee Sheet can be used. If and when you come across a code that is not there in the custom 'Select Codes' section you can always use the 'Search for Additional Codes' section"); ?
>.
249 </div
><!--end of container div
-->