Add/Edit Charges

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Users can add charges for clients by using invoices or adding service lines for insurance claims using the billing file screen.  Centers that are not using Titanium to generate insurance claim forms should use invoices to enter charges.  Centers that are generating claim forms using Titanium should enter charges from the billing file.

 

What would you like to do?

oAdd charge to an invoice
oEdit charge on an invoice
oAdd charge to bill insurance
oEdit insurance billing charge

 

 

Add Charge to an Invoice

1.  Open the Invoice screen:

oOn the calendar screen, right click on the appointment and click Billing, or
oOn the clients tab of group appointments, click the desired client and click Billing, or
oOn the calendar screen, click to open an appointment and click the Billing icon on the menu bar, or
oFrom the calendar screen, click Open > Invoices Needed, double click on a list item to open the appointment screen, and click the Billing icon on the menu bar or billing button on the clients tab for group appointments, or
oFrom the calendar screen, click Open > Billing, and click Find to search for the client as you normally would.

2.  Add Invoice Items.

oClick Add to create a line item for the service.
oChoose a billing code from the pull down menu.
oIf necessary, click in the date, description or amount fields to edit them.
oRepeat these steps to add additional invoice items.  Click a line and click Remove to remove the line.

3.  If necessary, use the pull down menus on the invoice screen to select other information to be added to the invoice.  (Note:  Your center administrator may not have enabled all of these items).

oProvider
oSupervisor
oDiagnosis (Note:  Titanium will not automatically enter a diagnosis on the invoice screen from the client's file.)

4.  Click the check box to set the charge and diagnosis selections as the default for invoices for the client.  (Note:  If checked, charges and diagnosis will automatically populate on subsequent invoices for the client.  Depending on settings chosen by your center administrator, clicking the default box may also result in prompts to populate the supervisor field.)

5.   Click Save.

6.  Click Exit.

 

Edit Charge on an Invoice

Note:  You may be unable to edit charges that have been used to generate insurance claims.

1.  From the calendar screen, click Open > Billing.

2.  Click the Find icon on the menu screen.

3.  To see invoices from the current day, click Show Today's Invoices.

4.  To see a client's invoices, click Select Client and search for the client.  All invoices for the client are shown.

5.  Double click to open the desired invoice.

6.  Click Edit on the menu bar.  (Note:  To delete the invoice, click Delete on the menu bar.  If the invoice charges have been used to create an insurance claim, you may be unable to edit the charges or delete the invoice.)

7.  Make desired changes.

8.   Click Save.

9.  Click Exit.

 

 

Add Charge to Bill Insurance

These steps allow you to add charges from the Billing File screen for the purpose of billing insurance.  An invoice is created at the same time, and can be viewed/printed using the Print > Invoice option from the menu bar.

1.  Navigate to the billing file screen by:

oOn the calendar screen, right click on the appointment and click Billing File, or
oOn the clients tab of group appointments, click the desired client and click Billing File, or
oSearch for the desired client, and click the Billing File icon on the menu bar, or
oFrom the calendar screen, click Open > Billing File, and click Find to search for the client. (Note:  You can work with multiple client accounts by clicking Find Clients, setting the filters and clicking Search.  Click Ok to view the accounts of all clients who match the search criteria.)

2.  Open the service lines window by clicking New, or clicking Selection Actions or right clicking in the account and choosing Post New Services.  (Note:  You may be prompted to associate the charge with an appointment, by selecting it from the list and clicking Ok.)

3.  On the service line window, add charges by:

oUse the pull down menus to choose counselor and supervisor, if not associated with an appointment.
oCheck the box to indicate that the service charge and diagnosis entries on the screen will be the default for the client, if appropriate.  (Note:  If checked, charges and diagnosis will automatically populate on subsequent service lines for the client.  Depending on settings chosen by your center administrator, clicking the default box may also result in prompts to populate the supervisor field.)
oClick Add, and use the pull down menus to choose service date, and billing code from the list created by your center administrator.
oIf necessary, click in the description or amount fields to edit them.
oCheck the box to indicate that the item will be billed to insurance.
oRepeat these steps to add additional service lines.  Click a service line and click Remove to remove the line.

4.  Edit the default insurance items chosen by your center administrator as necessary (days/units, emergency, HCPCS/CPT code, place of service, Early & Periodic Screening, Family Planning, Supplemental Information, Outside Lab).

5.  Click Add and then use the search function to find and select the desired diagnosis.   (Note:  Titanium will not automatically add the diagnosis from the client's file.)

6.  Click Save.

7.  Click Exit.

 

Edit Insurance Billing Charge

Note:  If a charge has been used to generate an insurance claim, it may not be possible to edit the service line.

1.  Navigate to the billing file screen by:

oOn the calendar screen, right click on the appointment and click Billing File, or
oSearch for the desired client, and click the Billing File icon on the menu bar, or
oFrom the calendar screen, click Open > Billing File, and click Find to search for the client. (Note:  You can work with multiple client accounts by clicking Find Clients, setting the filters and clicking Search.  Click Ok to view the accounts of all clients who match the search criteria.)

2.  Double click on the desired service line.

3.  On the service line window, click Edit on the menu bar.  (Note:  To delete the service line, click Delete on the menu bar.)

4.  Use the pull down menus and buttons to make desired changes.

5.  Click Save.

6.  Click Exit.

 

 

 

For additional assistance, please email the Titanium Support team or visit us online at www.TitaniumSchedule.com.