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Post Miscellaneous Charges

Use the Enter Charge option of the Post Transaction window to post miscellaneous charges that are in addition to the patient's contract, and add to your total production. (Non-production charges, such as courtesy discounts and write-offs, should be posted as adjustments instead. See "Post Charge Adjustments" for details.)

  1. Open the Post Transaction WindowClick to Open You can open this feature in multiple ways: Use the method that's most convenient for you. If a patient folder is not already open, you will use Fast Find to choose the patient to work with. Otherwise, ViewPoint will default to working with the currently selected patient.

  2. Select Patient and Billing PartyClick to Open Choose the account to work with. If needed, you can launch Fast Find and choose a different patient. If the patient has multiple responsible parties and/or contracts, select the account holder and contract as well.

  1. Enable Post Charge ModeClick to Open Click Enter Charges to begin posting miscellaneous charges.

  2. Charge DetailsClick to Open Enter the charge date and amount, then choose a charge description from your list, or type a unique description.

  3. Post the Transaction - Click Post. ViewPoint calculates the new account balance and amount due, and asks you to confirm the transaction. Click Yes to complete the process, or click No to exit without posting the transaction.

More Information

Last Posted Transaction - The last transaction you posted appears at the left of the post transactions window for your reference. This helps prevent duplicate posting errors.

Charge Groups - Although you post a charge group as a single transaction, the individual charges will appear in the patient's ledger and on your Transaction Report.

Charge Subgroups - You can also post miscellaneous charges to a subgroup of parties. See "Miscellaneous Charge Subgroups" for details.

OOPS! - If you post a miscellaneous charge in error, you must reverse it properly to preserve the integrity of your accounting audit system.

Automate Charges - Use the Charge to Post auto-event to initiate posting a specific miscellaneous charge for the patient whenever the activity is triggered by an appointment procedure. See "Set Up Procedure List" for details.

Ledger - Click the Ledger button at the bottom - left of the Post Transaction window, or press Alt+L on your keyboard, to go to the patient's financial ledger. See "Patient Ledger" for details.

Notepad - Click the Notepad button at the bottom - left of the Post Transaction window, or press Alt-N on your keyboard, to go to the patient's notepad. See "Use Notepads" for details.

Select a Different Patient - Click Fast Find at the bottom of the Post Transaction window to select a different patient to work with. This way, you can easily post a series of transactions.

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