Intellect™
CHARGES MENU OPTIONS

Specialty Charges
Lab Charge Set Up
When Lab services are a part of any billable transaction, there may be one of two types. Each type requires a slightly different set up, depending on the service:
• No Purchased Services: The office bills for the drawing of the specimen
• Purchased Service, Outside Lab Billing: The office sends the patient to the lab for everything, the lab bills the offices, and the office bills the insurance.
Set up the fields as indicated:
1. Utility --►Procedure
1.1 Status 
Must be set to L.
1.2 Cost 
Must be left at 0.00 (zero).
2. Utility --►Provider
2.1 CLIA 
Must have a CLIA Number.
3. Utility --►Insurance
3.1 Print CLIA (Y/N) 
Must = 'Y.'
4. Utility --►Facility
Create a Utility --►Facility for the lab where the specimen will be sent.
4.1 Type 
Set to TL for the lab where the specimen will be sent.
4.2 Qualifier 
Required for electronic claim submission. Where lab charges are involved, this should be set to X4.
5. Charges --►Charge
5.1 Facility 
Must match the Utility --►Facility <Facility Code> for the lab where the specimen will be sent.
Purchased Service, Outside Lab Billing
Set up the fields as indicated:
1. Utility --►Procedure
1.1 Status 
Must be set to L.
1.2 Cost 
Must be completed with the lab's fee.
2. Utility --►Facility
Create a Utility --►Facility for the lab where the specimen will be sent.
2.1 Name 
Must be completed.
2.2 Address 
Must be completed.
2.3 Type 
Set to TL for the lab where the specimen will be sent.
2.4 NPI 
Must be completed.
2.5 CLIA 
Must be completed.
2.6 Qualifier 
Required for electronic claim submission. Where lab charges are involved, this should be set to F4.
3. Charges --►Charge
3.1 Facility 
Must match the Utility --►Facility <Facility Code> for the lab where the specimen will be sent.
4. Charges --►Encounter --►Generic
4.1 Referred Lab 
Must match the Utility --►Facility <Facility Code> for the lab where the specimen will be sent.
NOTE: If billing includes some charges with their CLIA and some as purchased service, they must be billed on separate claims.