Adding Financial Information

Use the Financial tab to set up how service charges and transactions are entered for a patient, and how credit cards are processed.

Select Tables > Practice > Practice Preferences. The Practice Data Entry window is displayed.
Select the Financial tab.

Select Calculate to calculate service charges, and then enter the relevant information.
Select the portion of the balance to apply service charges to using one of the following options: Full Balance, Overdue Balance, or Selected Balance.
If you choose Selected Balance option, you must select when to apply the service charge from the After list.

Type a minimum and maximum service charge to be applied in the Min Charge and Max Charge fields.

In the Payment Exception Period field, select a grace period. The grace period is the number of days that service charges do not apply when a payment is made.

In the Monthly Percentage field, type the rate used to calculate service charges.
In the Charge Code field, type a procedure code to be used for service charge transactions and click to select the code from a list, or click and click Display All to search for a code.
Select Print Service Charge Message and type a message in the space provided to print a service charge message on statements.

Enter a Standard Fee Schedule by clicking and selecting from the Search Fee/Allowable Schedules window. Click Ok.
Select Prompt for Provider on Charge Entry to display the Visit tab on the Charge Entry window after you click the Charges button for a patient. This enables you to add or edit provider or ailment information before posting procedures.
In the Freeze Amounts and Deletions on Transactions section, select an option.
If you select Posted on or Before Last Close Date, specify the date in the Last Close Date field.

In the Last Close Date field, enter a close date if you want to restrict transaction amount modification and deletion.

This section should only be completed if you are using the WinOMS ePayments service. For more information, see WinOMS ePayments Services.

Use ePayments to post credit card transactions
Prompt to settle credit card transactions upon last exit
If you select Prompt to settle credit card transactions upon last exit, the last user to exit the software is prompted to settle all credit card transactions prior to shutting down. All other users must be logged out in order for this to occur.

Credit card transactions should be settled on the same day they occur. If they are held for more than 24 hours, an additional charge is assessed.
In the Data Directory field, type the path where credit card transaction data is stored.