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Tebra Help Center

Navigate Charges

Updated: 06/26/2023|Views: 13445

As part of the billing workflow, the Charges page allows users with the appropriate permissions to view and track charges generated in the practice.

Note: The Charges page includes charges created in the web platform and encounters created in the Desktop Application (PM). 

Access Charges 

  • Hover over the Billing icon and select Charges. The Charges page opens.
Billing_Charges_2023Jun_Access.png

Navigate Charges

You can find and view a charge for details that include patient demographics, insurance(s), procedures, and notes.
Note: The Charges page includes charges created in the web platform and encounters created in the Desktop Application (PM). 

  • + New ChargeClick to create a new charge capture.
  • Use the filters to narrow the list of charges.
    • Sort: Defaults to Date of Service. Click to select Patient Name (alphabetical order), Charge Amount, or Provider Name (alphabetical order) from the drop-down menu. Select once to view ascending order (up arrow displays) or twice for descending order (down arrow displays).
    • Provider: Defaults to All. Click to select a specific provider from the drop-down menu.
  • Click on a status tab to view associated charges. 
    Note: Available statuses depend on the user's role(s). 
    • All Charges: Displays all charges created, including those that are drafts, pending, or approved.
    • Charge Draft: Displays charges that were just created or are currently being worked on. 
    • Pending Charge Approval: Displays charges that are ready to be reviewed for approval (to be submitted to billing) and can be edited as necessary.
    • Pending Charge Rework: Displays charges that need to be updated or require corrective actions.
    • Pending Billing Approval: Selected by default and displays charges submitted to the biller that are pending review.
    • Approved by Biller: Displays charges approved by the biller that have been, or will be, sent to payers.
  • Search charges: Enter the patient name or encounter ID in the search box and select from the results drop-down list.
  • To view charge details, find the charge in the list and click to open it. The Charge Capture page opens.
  • Pagination: Click the arrows or page numbers to navigate forward or back. Each page displays up to 20 charges.
Billing_Charges_2023Jun_Navigate.png

 

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