Creating a Surcharge Procedure Code

If your practice adds a surcharge to credit card payments processed through Payment Manager, you need to set up a Procedure Code to reflect this charge on Ledger entries.

To set up a surcharge procedure code:

1. From the Tables menu, select Procedures > Codes. The Procedure Code Search window is displayed.

2. Click New. The Procedure Code Data Entry window is displayed.
   
   
   

3. In the Procedure Code field, enter CCFEE.

4. From the Category dropdown list, select Miscellaneous.
   Note:  If Miscellaneous category does not exist, you can add it from Tables > Procedures > Categories.

5. For Short Description, enter Credit Card Surcharge Fee.
   Note: This text will display in the Patient Ledgers.

6. For Long Description, enter Credit Card Surcharge Fee.

7. In Miscellaneous section:
   - From the TOS dropdown list, select Other Medical Service.
   - From the POS dropdown list, select Doctor’s Office.

8. Under Options, check ONLY the following 3 boxes:
   - Mask from Production Report
   - Not Covered by Insurance
   - Mask from Procedure History

9. Click Ok to save your changes.
    

 

Related Topics

Collecting Surcharges

Applying a Surcharge