Posting Charges

When you post a charge using a procedure code, the software can automatically make changes to the patient account, depending on how you initially set up your procedure codes. More...

To post a charge on a patient account:

In the Procedures section of the Financial Functions — Charges and Payments window, type the procedure code. There are several ways to enter a code.
- Type the procedure code for the charge.
- Press the spacebar to display the Procedures window, and select the procedure you want to post from the list.
- Click Enter Code or Click Here for List to display the Procedures window, and select the procedure you want to post from the list.
In the Procedures section, you can do the following.
- If you need to split the charge amount between the patient and the insurance company, see Splitting a Charge Amount.
- To add a comment about a procedure, type the comment on the line below the procedure and press Enter. A green checkmark is displayed in the Patient field to indicate that the comment will be displayed on the patient ledger.
  
  A red X is displayed in the Insurance field to indicate that the comment will not be displayed on the insurance ledger. To display the comment on the insurance ledger, click the red X to change it to a green checkmark.
- Remove an incorrect charge by selecting the procedure and pressing Delete.
Repeat steps 1 and 2 for all charges. When you are finished adding charges to the account, do one of the following.
- Click the Post Transactions button to post the charges.
- Post a payment. See Posting Payments.
Click Close or press Enter when the Close button is selected to close the Financial Functions — Charges and Payments window.

If you try to exit the Financial Functions — Charges and Payments window or access another financial function, patient, responsible party, or insurance carrier without clicking the Post Transactions button, the software reminds you that the transactions entered have not been posted and asks if you want to post the transactions.