PatientOS Open Source EMR

Chart of Accounts

We create accounts for the facility which will provide tracking.  However in 0.85 they are only associated with the charge items and corresponding charges.  With version 1.0 (or earlier) these accounts will be updated as the invoices are generated.

1. Login as admin/admin
2. Click on the Facility Accounts link in the Billing section (2nd column).

Fee Schedule

Without a fee schedule the default charge on the charge item is applied.  We are going to create two different fee schedules.  The first is a flat 20% discount.

1. Login as admin/admin
2. Select Fee Schedules under the billing section (2nd column)
3. Add a ‘20 % Discount Transport free’ Fee Schedule with charge multiplier 0.8

Charge Items

First we we want to build the charge items.  Here is the list

Medical Examination
Specialist consultation
Canulation and I.V line Appling
Infusions and observation hours
Injections
Medication
Transportation
Procedures
Consumables
Investigations
Radiology procedures
Admission in the clinic

To build the charge items we

1. Create a CSV file of charge items
2. Login as admin
3. Press CSV Import button
4. Browse and upload the CSV file
5. Click on the Charge Items link
6. Add any fee schedule specific charges (e.g. Transportation discount)

CSV File

The spreadsheet needed requires

1. A unique charge item name
2. A unique charge code
3. Optionally an identifier source (see IdentifierSource tool)
4. Optionally an identifier value for that source
5. A charge item type (Service)
6. Optionally ItemCost, ItemUnit, Quantity, CostCurrency
7. A charge (could be 0 charge)

Look at the charge items spreadsheet or CSV file here.

Alternatively for a short list of charge items just add them manually.

Charge item tool

Payers

Each of the insurance companies are added

1. Login as admin/admin
2. Use the Payers Link under Billing (2nd column)
3. Add the Payer
4. Assign the fee schedule and/or invoice format
5. Save

Procedures

We then add the procedures which will be used to generate charges.

1. Login as admin/admin
2. Use menu System–>Reference
3. Select TermCategory
4. Add a new entry for the Procedures e.g. <Clinic Name> Procedures
5. Use menu System –> Reference
6. Select TermSubcategory
7. Add a new entry for Medications e.g. <Clinic Name> Medications
8. Select the Terms Link in the Clinical Section (1st Column)
9. Select the new term category
10. Right click add select Add Terms
11. Enter No for coded
12. Select the new term subcategory
13. Select no for coded
14. Enter a procedure - one of each line
15. Save and for each procedure add the charge item
16. Procedures where the charge item has no charge should specify the charge.
17. Procedures which flex based upon the fee schedule should have the charge defined

This entry was posted on Friday, November 7th, 2008 at 4:55 am and is filed under Billing, Implementation. You can follow any responses to this entry through the RSS 2.0 feed. Both comments and pings are currently closed.