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 Non-Production Charge Adjustments" for details.)

Use This Feature

1. Open the Post Transaction Window - You can open this feature in multiple ways: Use the method that's most convenient for you. If a patient record is already active, that patient's information will be loaded automatically. Otherwise, you use Fast Find (either typing information or swiping a registered reward card) to search for the patient to work with.

   ViewPoint main menu - Daily Activities > Post Transaction.

   

   ViewPoint toolbar - Post Transactions.

   

   ViewPoint shortcut menu - Actions > Post Transaction. (Or, press Alt+A on your keyboard to open the Actions menu options.)

   

   Grid Scheduler - Right-click appointment > Post Transactions.

   

   Patient Fingerprint - You can enable patients to open the post transactions window when they touch the fingerprint sensor installed at your workstation. See "ViewPointProperties" for details.

2. Select Patient and Billing Party - Choose the account to work with. If needed, you can to launch Fast Find and choose a different patient. If the patient has multiple responsible parties and / or contracts, select the account holder and contract to use. Insurance contracts are listed directly below the associated subscriber, and include responsible party's name in the Subscriber column.

   

   List Current Phase / List All - By default, only contracts that match the phase on the Patient tab of the patient folder are listed. If the contract you want does not appear, enable the All Phases option to include all contracts for all phases in the list.

   Auto Receipt Contract - The AR column at the right of the post transactions window indicates whether the contract is set up with an Auto Receipts agreement.

   Next Charge - The far right edge of the contract list at the top of the post transaction screen includes the next scheduled payment date and amount. You might use this information to ask the responsible party for their next payment amount in addition to any miscellaneous charges incurred during the day's visit.

   Doctor / Office - The doctor and office that will be credited with this payment appear at the left of the transaction details. Confirm that these are correct before continuing.

3. Enable Post Charge Mode - Click Enter Charges to begin posting miscellaneous charges.

   

4. Charge Details - Enter the charge date and amount, then choose a charge description from your list, or type a unique description.

   

   Charge Groups - Your charge groups (created with your Transaction Group table) appear at the bottom of the list, and are preceded by a tilde (~).

   Extra ADA Insurance Form Info - Enable this option, if needed, to display the insurance form fields required for ADA and electronic insurance form submission. When you audit a miscellaneous charge, any ADA insurance form information that was entered appears in the audit window.

   You only need to enable the ADA Information option and complete the details if you generate ADA Insurance Forms, or submit insurance claims electronically.

   Set Up Extra ADA Information - Use the Transaction Types Table to set up the Field 29 code, and to default Miscellaneous Charge records to prompt you for the additional ADA information.

   Enter the Required Data - After enabling the Extra ADA Information option, the fields appear on the Post Transaction window. You can hover over each field to display a tooltip that reminds you what that field of information is used for.

   25 = Area of oral cavity

   26 = Tooth system: JP or JO

   27 = Tooth number(s) or letter(s)

   28 = Tooth surface

   29 = Insurance code

5. 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

ViewPoint Videos - Click the Video button from the post transactions window to find topic-specific video assistance. See "ViewPoint Videos" for details.

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 Posting 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 "Appointment Procedure Table" for details.

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