Generating Charges for a Self-Pay Patient as an Extra Charge
Instead of 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.
GENERATING AN EXTRA CHARGE
Go to Patient Accounting > Patient Accounts
Click on Extra Charge at the top
Select a Post Date
Select a Provider
Optional: Select a Category
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 a red 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
Optional: Add an Expiration Date for Visit Count Extra Charges only
Optional: Add a note
Click Apply
Click Done
POSTING A PATIENT PAYMENT TO AN EXTRA CHARGE:
Click on Patient Payment at the top
Enter Post Date
Enter Payment Amount
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.
Optional: Select an adjustment type
Select the check boxes for the Extra Charges you want to apply the money to
Enter in Payment Amounts
Optional: Enter in Adjustment Amounts
When they unposted Amount Remaining is $0, select Make Payment
A screen will pop up allowing you to print or email a receipt.
POSTING PAYMENT WHILE GENERATING EXTRA CHARGE
Go to Patient Accounting > Patient Accounts
Click on Extra Charge at the top
Select a Post Date
Select a Provider
Optional: Select a Category
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
Optional: Add an Expiration Date
Optional: Add a note
Select the checkbox that says “Make a payment on this extra charge”
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.
Click Apply
Optional: Generate a receipt to print or email
Click Done
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.