How to set up invoice for a package?
Hi, I am offering my services in a package, such as $xxx for 1 intake and 3 follow up appointments if pt pay upfront, how do I set that up in the invoice?] I made a billing procedure code for it such as acup001 for 6 acupuncture visits. then charges that much for the patient $xxx. is that the way to do it? Also when pt comes in for the visit, I want to generate the superbill correlating to the CPT code , would I then not have to put a money amount, because patient prepaid for it? Also, if pt
How do I add diagnosis (code) to superbill invoice?
I added diagnosis code after signing the encounter note. Even after doing this, when I try to generate a superbill, it will not add the Dx in the form. Is there a way to edit the encounter or add diagnosis.. or do something to add the Dx in the supe
Changing facilities
I am a telehealth provider but I have several facilities where labs can be done and need an appropriate CLIA attached for billing purposes. Can I change a visit to a different facility? Is it better to have a separate "nurse" visit at the site for billing
Assistance Needed for Embedding Purchase Button in Charm
Hi everyone, I'm currently working on optimizing our sales funnel for healing packages and need your expertise! I want to create an effective way for customers to purchase services online through our website (Square Space), specifically using Charm. Here's
Signing encounter assistance
What am I missing? I am attempting to sign my encounter but it keeps telling me I need to add session duration. I am documenting a Well Woman Exam which is CPT 99386 and does not utilize time as an element for billing.
Default # of line items in an invoice
Hi, Is there a way to define the default number of line items that appear when you create a new invoice? The superbill we have today defaults to 3 line items and I'd like it to default to just 1. Any help is appreciated. Thanks! - Mike
Inquiry Regarding Online Appointment Settings
Dear Charm EHR Group, I hope you're doing well. I would like to inquire if it's possible to enable the selection for appointment types only for packages while maintaining our existing settings for other appointments. Currently, we do not have this feature
Sales Tax
I am entering my inventory into ChARM and am finding that I can only choose one type of tax to add to my retail items. This means that I cannot separate state from city taxes, making the retail billing useless for sales tax tracking. Is there anyway to select more than one sales tax type for each item?
NDC codes for Vaccines- How to make NDCs appear on CMS 1500?
Has anyone figured out how to input NDC codes for vaccines so they appear on a CMS 1500? Mine are not appearing which causes us to be unable to bill for them (costly!!). I'm trying to avoid having to input the NDC codes into the CPT code description. There must be a better way. When I update our vaccine inventory I put the NCD code under 'product number'. It still doesn't show up. Any help is appreciated! Thank you, Stephanie
Generating 2 claims from 1 encounter
I'm dual licensed and have been advised by insurance companies to separate procedure codes under each credential respectively in order to receive the highest allowed reimbursement. This requires submitting 2 separate claims for the same encounter. Q: Is there a way to generate 2 bills for the same encounter? ChARM does not allow you to e-submit claims that do not have an encounter date, therefore creating the second invoice/claim without encounter renders it useless. Thank you for your help!
Revenue Management Claim deleted
Hello, We are using Medisoft V19. We have posted unprocessed transactions from Clinical, created claims in claim management. Now were sending the ANSI format claims using Revenue Management. We always perform Check Claims before sending. On the Send after selecting the gatway, it has presented a window for review of the claims and reported error in few claims. On that window assuming that it will exclude the erroneous claims from this batch, we have selected delete error claims and everything went
Adding invoice headers
Is it possible to add a header to the invoice (other than procedures and products)? I have sold a lab test the patient wishes to claim from the insurance company, but they didn't accept the lab test listed under "products" on the invoice and want to see it listed under a "Diagnostic Laboratory Test" header. Any suggestions? Many thanks, Lineke
How to get box 24J filled out on the CMS 1500 Form
I just had claims denied at the clearinghouse because Box 24J is not filled out. I have never had this problem before. How/Where do I fill out my personal NPI number so that box 24J gets filled out on the CMS1500 form?
Error code when submitting claims
I am getting this error code "Entity not found This code requires use of an entity code for receiver."
ICD 10 -
On the Superbill, under Diagnosis, it has a default line that says "ICD-9 Code" It says that even if you put in an ICD 10 Code, and I can not find a way in the templates to change that. Will it change automatically on October 1? Also, I'd like to know if there is a frequently used template for ICD 10 codes! Or if there will be... Thanks, Star
Disable Auto-Apply to Patient Payment
How do I disable auto-apply when the patient makes a payment? This is a scenario of what is happening: Patient comes to appointment. Payment is taken by receptionist. Provider sees patient and starts an encounter. Billing Department clicks "New Invoice"