# Pricecard

The **Price Card** feature in the Medical Records module allows medical professionals to quickly view and manage prices based on the selected price list for both self-pay and insurance visits. Accessible from the **Diagnosis** tab, this feature opens a pop-up with a color-coded display (blue for self-pay items, green for insurance items) and provides options for searching, filtering, favoriting items, applying discounts, and overriding insurance prices. It simplifies the process of selecting and managing items for consultation, with seamless integration into SOAP tabs for streamlined billing and record-keeping.

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### Accessing the Price Card

* Open the **Medical Records** screen by navigating to **Home > Patient Queue > Current Medical Records.**
* Click the **PRICE CARD** icon in the right panel of the **Diagnosis** tab to open the **PRICE CARD(AED)** pop-up.

<figure><img src="/files/CNKUtbxzDxBJzRR8euHC" alt="" width="217"><figcaption></figcaption></figure>

* The **PRICE CARD(AED)** pop-up displays the respective price list for the selected visit type (self-pay or insurance). Key features include:
  * Self-pay items are highlighted in blue.

    <figure><img src="/files/NHpAUaDJnNeOjK69sOA3" alt=""><figcaption></figcaption></figure>
  * Insurance items are highlighted in green.

    <figure><img src="/files/CQ3HGlz2foDZ2DCCJBpa" alt=""><figcaption></figcaption></figure>
* **Grid Columns**:
  * The Price Card grid includes columns such as **CPT Code**, **Internal Code**, **Short Description**, **Long Description**, **Item Type**, **Qty** (Quantity), **Cosmetic in Nature** (checkbox for VAT applicability), **Tax%**, **Insurance Price**, **Self-Pay Price**, **Gross Amount**, **Override Insurance Price**, **Discount Amount**, **Discount%**, **Net Amount**, and **EAuth Submit**.

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### Searching for Items

You can search for items within the Price Card pop-up by:

* **CPT Code**
* **Internal Code**
* **Item Description**
* **Package Code**

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### Filtering Options

The Price Card pop-up offers filtering capabilities to view specific items:

<figure><img src="/files/F85LyTpdoFAKcBpwbEvU" alt=""><figcaption></figcaption></figure>

* In the **Item Types** dropdown, select **All** to view all items, or select a specific item type to view only those items.
* You can also filter to show only selected items or items from the Favorites list.

The Price Card pop-up displays the total items selected and the total amount for the selected items.

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### Adding Items to SOAP Tabs

* **Selecting Items**:
  * Select one or multiple items from the list to add them to the respective SOAP tabs.

    <figure><img src="/files/uOBK4oGvzv15NVICrxJK" alt=""><figcaption></figcaption></figure>
  * Enter Quantities in the **Qty** column, and the Net Amount will calculate and display automatically.
* **Cosmetic in Nature**:
  * The **Cosmetic in Nature** checkbox is based on the predefined VAT category:
    * **Tax is SR (5%)**: The checkbox is selected, and 5 is reflected in the **Tax%** column.
    * **Tax is ZR (0%)**: The checkbox is deselected, and 0 is shown in the **Tax%** column.

      <figure><img src="/files/LS0eR82TBQxzGKbb3cZk" alt=""><figcaption></figcaption></figure>
  * You can manually select or deselect the checkbox to apply or remove VAT.
* **Override Insurance Price**:
  * For insurance visits, if an item needs to be self-paid, select the **Override Ins. Price** checkbox. The self-pay price will be reflected.
* **Applying Discounts**:
  * Apply discounts using the **Discount Amount** or **Discount %** columns.
* **EAuth Submit**:
  * Select the **EAuth Submit** checkbox to submit the item for electronic authorization.
* **Adding to Favorites**:
  * Select the Favorite  <img src="/files/lyVKFMwnYxmq5zdZYoVn" alt="" data-size="original"> icon next to an item to add it to the Favorites list, reducing future search time. Deselect the star icon to remove an item from Favorites.
* **Adding Selected Items**:
  * Once items are selected, click the **ADD** button.&#x20;
  * The selected items will be added to the respective SOAP tabs, with Self-pay items highlighted in blue and Insurance items highlighted in green.
* **Total Amount Display**:
  * The total amount for selected items appears near the SOAP tab name, along with the count of items selected.

    <figure><img src="/files/ZF1F9niRWfxGvtATjDVY" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
You can also add items from individual Price Cards within the respective SOAP tabs. For more details, refer to the [**Individual Price Card**](/uniteemr/application-modules/medical-records/diagnosis/individual-pricecards-and-templates.md) section.
{% endhint %}

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