1.4 Extra Charges (Other Utilities)
Extra Charges can be used to create a charge for any product or service that is a direct point-of-sale with patients. Once created the charge can be applied to a patient account. This will be demonstrated in the Patient Accounting and Self Pay Patient portion of the manual.
Create charges for self-pay cash treatments, treatment plans for pre-paid services, and also products sold through the practice.
You can also attach Extra Charges to a category/group that offers the ability to track charge/units sold through billing reports.
Go To: BILLING> OTHER UTILITY > EXTRA CHARGES
Creating Extra Charges Categories: We offer pre-defined categories that you can attach to the Extra Charges you create & you can also create your own categories.
To Add/Edit/Delete A Category:
Click on Add/Edit Category
Add New: Input new category name and description and click Save
Edit: Select an existing Category, edit and then click Save
Delete: Click Delete Category
Creating An Extra Charge:
Select Category from the drop down list
Enter Charge Name and Amount ($)
Optional: Enter in a Sales Tax % or a visit count
Click Save
To Edit An Existing Extra Charge:
Select the existing Extra Charge from the table
Can also utilize the Search by Charge Name text field
The details will appear in the table above where you can edit
Click Save
To Delete or Archive an Existing Extra Charge
Locate the Extra Charge you wish to delete
Click ፧ icon
Delete if the Charges was done in error
Archive: if the product is no longer available
You cannot delete any Extra Charges that are already associated with any patient accounts.