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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 A Category:

  1. Click on Add/Edit Category

    1. Add New: Input new category name and description and click Save

    2. Edit: Select an existing Category, edit and then click Save

Your added category will now appear as a selection to attach to Extra Charges
 
To Delete A Category:

  1. Click on Add/Edit Category

  2. Select the Category you wish to delete from the drop down list

  3. Click Delete Category

Creating An Extra Charge:

  1. Select Category from the drop down list

  2. Enter Charge Name

  3. Enter Amount ($)

  4. Optional: Enter in a Sales Tax %

  5. Optional: Add a number of visits

  6. Click Save
     

To Edit An Existing Extra Charge:

  1. Select the existing Extra Charge from the table

    1. Can also utilize the Search by Charge Name text field

  2. The details will appear in the table above where you can edit

  3. Click Save

 
To Delete an Existing Extra Charge

  1. Locate the Extra Charge you wish to delete

  2. Click ፧ icon

  3. Click Delete

Users are unable to delete any charges already associated with patient accounting.


To Archive Extra Charges
If a product is no longer available, you are able to archive the charge so it is no longer showing as an available option in the patient’s account.

  1. Find or search for Extra Charge you wish to archive

  2. Click ፧ icon

  3. Click Archive

To view the archived charges, click the Archived button.

To Export Extra Charges

  1. Choose the items you wish to export by selecting the check box. 

    1. The arrow icon to left of “Charge Name” will allow you to select all extra charges, select the entire page or select none.

  2. Click Export to Excel. The list will save as an .xls file & can be managed in Microsoft Excel or Google Sheets.

 

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