Getting Started with Charge Master

Charge Master is a centralized billing management system that consolidates your billing setup in one place: CPT codes, revenue codes, modifiers, payers, facilities, pricing, and effective dates.

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Quick Start

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What is Charge Master?

Charge Master replaces manual fee schedule lookups with a table you can filter, group, edit, and track over time. Key capabilities:

• Store all billing configurations in one place
• Know exact charges by payer, modifier, and facility
• Add future effective dates for scheduled changes
• Track updates through row-level and global history
• Manage many rows at once with bulk tools

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Understanding Key Concepts

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Status: Published, Retired, and Scheduled

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Getting Started with Charge Master

If your practice already uploaded fee schedules, Charge Master may open with rows already populated.

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First-Time Setup

You can populate Charge Master in two ways:

1. Import from CSV (recommended for bulk setup)
2. Manual entry (one row at a time)

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Importing Your Data

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Understanding File Processing

Large first-time imports can take longer while the system validates entries, checks duplicates, and verifies relationships across payer/facility data.

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Resolving Import Issues

After processing, you’ll get a summary of any issues that need action.

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Types of Duplicate Charges

1. Same charge, different price - Same identifiers but different price than an existing row.
2. Exact duplicate - Matches an existing row exactly.

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Payer Mapping Issues

If your file includes a payer value that is not recognized, Charge Master prompts you to map it during import. You can choose either:

• One-time mapping for this import flow (do not persist for future imports), or
• Remember/save mapping for future imports.

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Viewing Your Charges

After import, your table displays key attributes such as CPT/revenue code, payer, modifier, facility, status, and price.

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Working with Your Charges

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Filtering Charges

Use filters to quickly focus your table by:

• Payer
• Facility
• Status
• CPT code
• Revenue code
• Modifier
• Effective date
• Expiration date

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Customizing Column Visibility

Use display settings to show or hide columns in your table view. This is helpful if you need to temporarily reveal additional fields (for example, payer or facility columns) while troubleshooting.

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Grouping Charges

Common grouping choices:

• CPT code
• Facility
• Payer
• Modifier

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Editing and Updating Charges

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Edit a Single Charge

To edit a specific row:

1. Click into the charge row first.
2. Use the row-level Edit action.
3. Update supported fields such as effective date(s) and facility/non-facility pricing.
4. Save changes.

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Smart Edit for Multi-Row Updates

Select multiple rows, then open Smart Edit for AI-assisted bulk updates. Smart Edit uses the selected rows as context and can help with tasks like:

• Bulk updating facility/non-facility charges
• Copying selected configurations across facilities
• Updating effective dates across a selected set

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Bulk Selection

Select multiple rows with checkboxes. Combining filters with selection is the safest way to target the exact set you want to update.

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Bulk Archive (Retire)

Use bulk archive when retiring outdated rows.

1. Filter to your target set
2. Select rows
3. Click Bulk Actions > Archive
4. Confirm

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Bulk Transfer to Another Facility

Copy selected rows to another facility and optionally apply:

• Absolute price adjustment
• Percentage adjustment

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Downloading Your Charge Master

You can download the full Charge Master report from the page so your team can review the current configuration offline.

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Tracking Changes & Compliance

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Individual Charge History

Each row includes a detailed activity timeline showing who changed what and when.

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Global Activity History

The History view on the main page tracks actions across the full Charge Master. You can filter this history by person and action type to support audits and operational review.