Setting Up Codes > Setting Up Financial Codes > Setting Up Billing Category Codes

Adding Billing Category Codes

To add a billing category code:

1. Select Tables > Patients > Billing Categories. The Billing Category Search window is displayed.

2. Click New. The Billing Category Data Entry window is displayed.

3. Type a description for the new billing category code.

• The Billing Category Code is automatically assigned by WinOMS.

4. In the Indicators section, select the checkboxes for the indicators you want to apply to this category.

5. Select the Use Default Dunning Messages checkbox to use the dunning messages set up in the Practice Data Entry window, or type the dunning message specific to this billing category in one of the Dunning Message fields.

6. To override the checkout options on the System Defaults tab of the Practice Data Entry window, select the Override Practice Charge Window Exit Options checkbox. This option removes the predefined options on the Charge window and enables you to select new options to use for the specified billing category.

7. In the Default Action field, use the drop-down list to select Print, Payment Wizard, or No Processing.

8. Select the checkboxes to set the Charge window exit options to use for the specified billing category: 

• Print Walkout Statement

• Include Insurance Information

• Include All Transactions

• Process Walkout Automatically

• Print Insurance Form

• Process Insurance Automatically

• Merge Letter

9. Click Ok. The Billing Indicators Update window is displayed.

10. Click Ok. A message is displayed, indicating that no patients are currently associated with this billing category.

11. Click Ok.