Adding Charge Items for Diagnostic Tests

After a lab or imaging provider is activated by SigmaMD, you can set up charge items for its available tests.

Step 1: Navigate to the Diagnostic Providers Settings

Go to Practice Settings > Diagnostic Providers to view the list of diagnostic providers configured for your practice.

For providers with Active status, you’ll see the Interface Type displayed as either:

  • Electronic
  • Fax

Step 2: Open Charge Items

Click on the View charge items icon next to the provider. 

This opens a page where all billable charge items (lab or imaging tests) are managed.

Note: The list will be empty initially. To display and configure items, pricing must first be added.

Step 3: Add Pricing Information

For Electronic Interface Providers

SigmaMD preloads the provider’s compendium of tests. These won’t appear until pricing is added.

  • Click the Add button in the top-right.
  • Choose one of two options:

Option A: Add Item-by-Item

  • Click Item
  • Search by test name or code
  • Set Markup and Sales Tax (if applicable)
    • See this guide to set markup or tax at the provider-level
  • Enter the Base Price (use $0 if no patient payment is collected in the clinic).
    • The Retail Price is calculated automatically.
  • Click Save or Save and Add More

Option B: Upload CSV

  • Click Upload Pricing
  • Use a CSV file with two columns:
    • Code – the lab or imaging test code
    • Price – the base price (no dollar signs or commas)
      • Use $0 if no patient payment is collected in the clinic
  • Set markup and tax, which is applied for all tests in the upload file.
    • See this guide to set markup or tax at the provider-level
  • Submit and wait for the confirmation email
  • The email will include:
    • Confirmation of successful uploads
    • Errors for codes not processed (invalid format or no longer supported)

For Fax Interface Providers

These providers do not have a preloaded compendium. You’ll need to create each test manually:

  • Click Add
  • Search by CPT code or test name
  • Enter the test code and name as provided by the diagnostic provider
  • Set Markup and Sales Tax (if applicable)
    • See this guide to set markup or tax at the provider-level
  • Enter the Base Price (use $0 if no patient payment is collected in the clinic).
    • The Retail Price is calculated automatically.

Step 4: Billing Patients

When using "Pay in Clinic," the practice bills the patient directly. For guidance on creating an invoice for lab or imaging orders, follow this article: How to Create a Patient Invoice for Lab and Imaging Orders


For additional assistance, contact our support team.