3.4 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.

A. GENERATING AN EXTRA CHARGE & COLLECTING A PATIENT PAYMENT:

1. Select Action: Click the dropdown & select 'Extra Charges'.
2. Under 'Charges' (bottom left) click the dropdown & choose the Extra Charge.
3. Payable Physician: Click the dropdown & select the Provider.
4. (Optional) You can add 'Notes' & they will appear in the 'Encounter Details'.
5. (Optional) You can choose to include the full Patient Payment for the Extra Charge at the time of adding the Extra Charge
6. Click Save when done.

To Collect The Patient Payment.

1. Select Action: From the dropdown select 'Patient Payment'
2. Amount ($): Enter the payment amount (bottom left)
3. Method Of Payment: Select method for how patient is paying (for Credit Card Manual enter last 4 digits of card, for Credit Card Open Edge select Entry Mode, or Personal Check enter Check #)
4. Post Payment To Extra Charge: You must connect the payment & enter the amount in the 'Post' box for the Extra Charge it applies to.
5. Click Save (bottom right) when done. 

Posting a patient payment to multiple Extra Charges is the same process as outlined above, you would simply enter the $ Amount to apply on each Extra Charge & once the full payment amount is posted, click Save when done.

To Collect The Patient Payment when Adding the Extra Charge(s).

1. Select Action: From the drop-down select 'Extra Charges'
2. Choose the Extra Charges from the left Charge* drop-down menu
3. Amount ($): Enter the Full payment amount (top right)
4. Method Of Payment: Select method for how patient is paying (for Credit Card Manual enter last 4 digits of card, for Credit Card Open Edge select Entry Mode, or Personal Check enter Check #)
5. Payable Physician: Click the drop-down & select the Provider.

6. Click Save (bottom right) when done. 

   The system will only allow this method if you are posting the Full payment amount.

For further instructions on managing patient accounts, see Section 4: Patient Accounting – Managing Patient Accounts