Billing User Manual

1.4 Extra Charges

Extra Charges can be used to create a charge for any product or service that is a direct point-of-sale with patients.
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 as well.


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 A Category:

  1. Charge Details click the Category dropdown
  2. Select 'Add/Edit' Category
  3. Enter a Category Name & Description, or select an existing Category to edit, then Save

Your added category will now appear as a selection to attach onto Extra Charges. The system will assign 'Miscellaneous' as a default category, unless otherwise specified.


Creating An Extra Charge:

  1. Within the Charge Details box: Enter a Charge Name
  2. Select a Category from the dropdown
  3. Enter a Cost $ value & Save

To Edit An Existing Extra Charge:

  1. Select the existing Extra Charge from the dropdown menu
  2. Edit the name, category, or amount & Save


Once an Extra Charge is created it can be applied to any patient account. This is demonstrated in the Patient Accounting & Self-Pay section of the manual. You have the ability to delete Extra Charges & Categories, only if they are not actively applied on any patient account. To view deleted categories, you can check the 'Show Archive' box & view previously deleted categories. 




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