Generating Charges for a Self-Pay Patient as an Extra Charge
Instead of Extra Charges can be used for any products you may sell in the office. It may also be used to replace generating charges using ICD/CPT Codes, you have the ability to create an Extra Charge and bill a patient for any type of service where there is no need for ICD/CPT Codes, or a need to provide a patient with an official receipt that they would be submitting to their Insurance Co. for direct reimbursement.
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GENERATING AN EXTRA CHARGE
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Click on Extra Charge
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Select a Post Date
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Select a Provider
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Optional: Select a Category
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, Provider and charge
You may only select 1 extra charge that has a visit count associated with
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it and it will appear with a red asterisk.
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Once selected the charge will appear in the table to the right where you can edit:
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Amount of Units
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Change the Charge Amount
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If you want to apply the sales tax
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Make any necessary edits
Optional: Add an Expiration
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Optional: Add a note
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Click Apply
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Click Done
POSTING A PATIENT PAYMENT TO AN EXTRA CHARGE:
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Click on Patient Payment at the top
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Date
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Enter Payment Amount
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Select Method Of payment
Cash
Check- Must enter Check Number
Money Order- Must enter Money Order Number
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
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.
EMV (Chip Reader) will be selected if you want the patient to insert their card
AUTO if you want to enter in the information manually. Both options will bring up a pop up window.
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Optional: Select an adjustment type
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Select the check boxes for the Extra Charges you want to apply the money to
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Enter in Payment Amounts
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Optional: Enter in Adjustment Amounts
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When they unposted Amount Remaining is $0, select Make Payment
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A screen will pop up allowing you to print or email a receipt.
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Go to Patient Accounting > Patient Accounts
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Click on Extra Charge at the top
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Select a Post Date
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Select a Provider
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Optional: Select a Category
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Select Extra Charges
You may only select 1 extra charge that has a visit count associated with it
Extra Charges with a visit count will be shown with an Asterisk.
Once selected the charge will appear in the table to the right where you can edit:
Amount of Units
Change the Charge Amount
If you want to apply the sales tax
Make a note
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Optional: Add an Expiration Date
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for Visit Count Extra Charges only or add a note
If you wish to make a payment
Select the checkbox that says “Make a payment on this extra charge”
Select Method Of payment
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Cash
Check- Must enter Check Number
Money Order- Must enter Money Order Number
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
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.
EMV (Chip Reader) will be selected if you want the patient to insert their card
AUTO if you want to enter in the information manually. Both options will bring up a pop up window.
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Click Apply
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Optional: Generate a receipt to print or email
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Click Done
and enter in payments onto charge
Click Apply and Done
Optional: Generate a receipt
You do not have to post a payment to an extra charge at the time of generating. You can post a patient payment or UAC to the charge at a later time.
Note: Once an Extra Charge with visit counter is added to an account, you have the ability to deduct visits or edit the expiration date on the Patient Accounts "Home" screen using ፧ under action.
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