Add a new charge

1.        First you must be at the Patient Account Information screen.

       NOTE: - The patient you have selected must be non-open-item. If he is open item you will not be able view the Transaction Entry screen.

2.        Once you are in the Patient Account Information screen for the desired patient, click on the Transactions button at the lower right hand corner of the screen.

For Open Item Accounts:

1.        If a transaction already exists for the patient then the Lookup Patient Charges screen will appear. Select a charge and click Edit Revise.

2.        At the Charge Entry screen. Correct the information and don't forget to enter a research code for future reference. Once you are finished click Save this information.

3.        If you want to edit other types of transaction you need to click on a charge from the Lookup Patient Charges screen and then click on the View transaction posted to this charge button.

4.        The Lookup Payments-Adjustments-Memos will appear, select a transaction and then click on Edit Revise. Now At the Payment-Adjustment-Memo Entry you can make your changes. Once you are done just click Save this information.

For Non-Open Item Accounts:

1.        This will take you to the Lookup Patient Transactions screen. Select a transaction and click Edit Revise.

2.        At the Transaction Entry screen, make you corrections and don't forget to enter a research code for future reference. Once you are finished click Save this information.