Managing Charge Items and Categories in SigmaMD

SigmaMD provides a structured way to manage charge items and categories, enhancing the efficiency of billing operations within your practice. This guide will explain how to create and manage charge items and categories, which are essential for organizing billing details and applying specific financial rules such as tax profiles and markups.

Creating and Managing Categories

Categories serve as organizational units for charge items, allowing you to group similar items under common financial rules.

Creating a New Category

To create a new category:

1. Open Payments from the main menu and select "Charge Items."
2. Enter the category name and define its financial rules:
   • Sales Tax Profile: Choose to use the practice’s default tax profile, select another predefined profile, or opt not to use a sales tax profile for the category.
   • Markup: Decide whether to use the practice's standard markup, apply a percentage markup, apply a fixed amount markup, or not mark up items in this category at all.
3. Save the category to begin adding items to it.

Managing Existing Categories

Each category you create will be listed with details such as the number of items it contains and the specific markup or tax profile applied. You can edit these details or view the items within a category at any time.

Creating Charge Items

Charge Items are specific charges that can be applied to invoices. They must be created within a category and can have unique identifiers based on coding systems like CPT codes for procedures or RXCUI codes for medications.

Adding a New Charge Item

To add a new item to a category:

1. From the list of categories, select "View items" next to the category you want to add an item to.
2. Click on "Add Charge Item" and fill in the details:
   • Name and Code: Define the item’s name and, if applicable, its code.
   • SKU: Optionally, add an SKU code to help with your management.
   • Sales Tax Profile: Select whether to use the category’s tax profile or another.
   • Markup: Choose the markup method or use the category’s default markup.
   • Price: Set the base price, which will be adjusted based on the markup and tax profile.
   • Orderable Status: Specify whether the item can be selected when creating an invoice.
3. Save the item.

Utilizing Charge Items in Invoices

Charge items are utilized when creating invoices, where they can be selected and added based on the member's treatment or service requirements. For detailed instructions on creating invoices, refer to Creating Invoices in SigmaMD.