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  1. Go to Patient Accounting > Patient Accounts

  2. Click on Extra Charge at the top

  3. Select a Post Date

  4. Select a Provider

  5. Optional: Select a Category

  6. Select Extra Charges

    1. You may only select 1 extra charge that has a visit count associated with it

    2. Extra Charges with a visit count will be shown with a TBD iconred asterisk.

  7. Once selected the charge will appear in the table to the right where you can edit:

  8. Amount of Units

  9. Change the Charge Amount

  10. If you want to apply the sales tax

  11. Make a note (Pencil icon on the right)

  12. Optional: Add an Expiration Date

  13. Optional: Add a note 

    1. If you do not want to make a payment now, you can click Apply and stop here

  14. Select the checkbox that says “Make a payment on this extra charge”

  15. Select Method Of payment

    1. Cash

    2. Check- Must enter Check Number

    3. Money Order- Must enter Money Order Number

    4. Credit Card Manual if you accepted a credit card using another payment processing system.  Here you will need to select the type of credit card and enter in the last 4 digits of the credit card

    5. Credit Card Open Edge if you are set up for the integration with the Open Edge Payments System.  You will then select and entry mode and enter in the patient’s zip code.

      1. EMV (Chip Reader) will be selected if you want the patient to insert their card

      2. AUTO if you want to enter in the information manually.  Both options will bring up a pop up window.

  16. Click Apply

  17. Optional: Print Receipt

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