Performing Financial Functions > Setting Up Contracts and Payment Plans

Setting Up a Visit Charge

A visit charge is applied to the patient’s account each time the patient checks out. Example

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To set up a visit charge:

1. Click the Financial Functions button in the patient chart. The Financial Functions — Charges and Payments window is displayed.

2. Click the Contracts and Payment Plans button. The Financial Functions — Contracts and Payment Plans window is displayed.

3. In the Description field, type a description for the visit charge. Press Tab. The Contract Total field is selected. Leave this field blank and press Tab.

4. The Visit Charge option button is selected. The right side of the Financial Functions — Contracts and Payment Plans window changes to enable you to set up the visit charge. Press Tab.

5. In the Payment Amount field, type the amount of the payment. Press Tab.

6. Select an option.

   • In the Num. of Payments field, type the number of payments. Press Tab. The software automatically populates the Maximum Amount field, based on the number of payments.
     
     In the Start Date field, the default date is one month from the current date. This date can be changed to as early as the current date.
     
     Select the Allow ONLY 1 Charge per Month option if this patient should only be charged one time during the month, regardless of the number of visits.

   • If you do not enter a specific number of payments, press Tab. The Start Date field is selected. Enter the date you want the charge to become effective in the Start Date field.
     
     Select the Allow ONLY 1 Charge per Month option if this patient should only be charged one time during the month, regardless of the number of visits.
     
     If the visit charge should change after a set number of visits (for example, a client entering their second year of retention treatment), select the option and type the new charge amount and the number of charges in the Set Fee to___ after ___ charges field.
     
     If you have indicated that the fee should change after a set number of visits, type a description for the new visit charge in the Description field.

7. Press Enter or click the Post Transactions button. The software prompts you to enter a start date if you have not entered a start date previously. Click Yes and type the start date in the field.

If a start date is present but you do not have an estimated completion date, click Yes when prompted and type the estimated completion date in the field.

• A visit charge does not display in the grid until after the charges are applied at checkout.

Click here for visit charges hints and tips.

Related Topics

Hints and Tips for Working with Visit Charges