How to Post a Charge From the Patient Ledger

Related Training
Posting Charges and Payments Recorded Class

To post a charge from the Ledger:

1.  From the Patient tab, select Financials > Ledger.
2.  Under Actions, select New Charge. The Post New Charges window is displayed.
   
3. In the Search procedures field, begin typing the code or description and select the correct procedure. The charge is added.
   Note: You can use the list on the right to search from a different list of procedures.
4. Verify and/or correct the indicated Location, Provider, and Amount.
5. Continue adding procedures as needed.
   Note: You can use the Copy icon  to add the same procedure again, and then change the anatomy.
6. If this procedure is covered by the Patient’s Insurance Plan, the Insurance to Bill field is   automatically populated. You can use this field to select a different policy.
7. Click Post Charges & Bill Ins. The charges are added to the Ledger and a claim is created if applicable.