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...More...

Procedures set up to automatically post letters display a small letter icon in the grid next to the procedure description. Click the letter icon to display a window that enables you to see what letter will be posted or to cancel the automatic posting for the selected account.

You can also set up a procedure code to create an insurance claim when the code is posted. See Automatic Claims for additional information.

When posting charges, the software can prompt you for additional information, depending on how you set up your procedure codes. See Procedure Code Prompts for additional information.

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 waysseveral 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 followingfollowing.
- 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 followingfollowing.
- 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.