How to Create Charges Based on an OCF-23 with a Partially Complete or Incomplete Section 7

When it comes to adding charges based on an OCF-23 Treatment Confirmation Form in Universal Office, Section 7 (OCF-23 Plan by Blocks) is optional. In fact, it’s not submitted to the insurer via HCAI.

However, when completed, it helps you keep track of the total amount used per block, the remaining amount per block and even a detailed breakdown of services with remaining quantities of each. See the Add and Modify MIG Block Plan article for more information about section 7 of the OCF-23.

In cases where Section 7 is not completed or partially completed (e.g., blocks were selected but services/products provided per block were not specified), the way you add charges may be different depending on your Billing Settings.

Add Charges to OCF-23 with an Incomplete Section 7

Important: Before you begin, check that the Billing Preferences are set as this will determine which steps to follow. Click Edit > Preferences, select Billing Settings and take note of whether the List all charges by default box is checked or not. To learn more about this setting, see the How to Modify the Appearance of the Add Charges List.

1. Open the patient’s case and navigate to the Account Activity tab.
2. Select the Charges tab and click the [New Charge] button from the toolbar.
   The Add Charges window opens.
   
3. Select the OCF-23 plan from the Plan drop-down menu.
4. Depending on your Billing Settings, add charges using one of the following options:
   • If the List all charges by default box was checked, check the Show All box, then check the box beside the charge.
   • If the List all charges by default box was not checked, click inside an empty cell under the Item ID column and click the drop-down menu to select the charge.
5. For each product/service selected, click inside the empty cell under the Billing Provider column and select a provider from the drop-down menu.
6. Click Add & Close.

Add Charges to OCF-23 with a Partially Completed Section 7 (Without Block Item Details)

1. Open the patient’s case and navigate to the Account Activity tab.
2. Select the Charges tab and click the [New Charge] button from the toolbar.
   The Add Charges window opens.
3. Select the OCF-23 plan from the Plan drop-down menu.
   Note: The Block Item ID and Amounts as inputted in Part 7 of the OCF-23 appear in the left pane.
4. Select a Block Item to specify in which block the charge is to be applied.
5. Click inside an empty cell under the Item ID column and click the drop-down arrow to select the charge from the list.
6. In the same fashion, select the billing provider under the Billing Provider column.
7. Click Add & Close.

Once charges have been added and you’re ready to invoice, you can create an OCF-21C and transfer the charges on page 2 as usual. For more information, see the Create an OCF-21C article.