Charge Account Maintenance

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Charge Account Maintenance

Patients can be set up with charge accounts and attached to a specific billing cycle. To create a charge account, follow the instructions below.

 

Topics

How Do I Create a Charge Account?

How Do I Search for an Existing Charge Account?

How Do I Attach a Charge Account to a Patient?

How Do I Set Up Patients for Credit?

 

 

How Do I Create a Charge Account?

1.Click on the Point of Sale menu item.

2.Select Charge Accounts. The Charge Account Maintenance screen will open.

3.In the Charge Account field, click on the plus (+) icon to enter a new Charge Account.

4.Enter a Title for the account.

5.Enter an Account Number.

6.In the Cycle field, start typing to search for the correct Billing Cycle for this account. Select the correct option from the search list.

7.To allow this account to be used in your system, make sure the Active checkbox is marked.

8.Click Save and Close to return to the maintenance screen.

 

 

How Do I Search for an Existing Charge Account?

In the Charge Account Maintenance screen, you can search by Account or by Patient.

 

If you search for a specific Charge Account, the search results will show individual charge account records. If you search for a Patient, you can view all the Charge Accounts that the patient is attached to.

 

 

How Do I Attach a Charge Account to a Patient?

1.After you have created a Charge Account, you can select it in the Charge Account search field. For a new account, a message will display to tell you that no patients are currently attached to the account.

2.In the Patient field, search for a patient that you need to add to the Charge Account.

3.After you have selected a patient, any existing Charge Accounts that are attached to that patient will appear on the screen. (You can edit and remove these accounts if necessary.)

4.To add the account that you selected in the Charge Account field to the chosen patient, click on the Add Selected Account to Patient button. The new Charge Account will be shown on the screen with the patient listed on the account.

5.If necessary, you can choose a new patient and add that patient to the account as well.

 

When you choose a patient in the Patient search field without a Charge Account selected, if the patient is not currently attached to any Charge Account, there will be an option to Create Default Account. If you click on this button, you will be prompted to choose a Cycle. After you have chosen a Billing Cycle, a new Charge Account will be created for the patient, using the patient's name as the title (e.g., John Doe Account").

 

6.You can also select another Charge Account and attach the patient to that account as well. On each Charge Account, you can click on the Edit Billing button to choose whether or not the patient can charge to that account and select a Billing Order. (For example, you can set the first account to be billed with a Billing Order of "1" and the second account to be billed with a Billing Order of "2.") After you have chosen your billing options, click Save and Close.

 

 

How Do I Set Up Patients for Credit?

To set up a patient so that credits can be added to their purchases, you will need to set up a charge account and attach the patient to an interface (e.g., Medicat). If the user is set up to receive credit, you will be able to add credits to their purchases in the Checkout screen.

 

Follow the instructions below to add an interface to a patient's record.

 

1.Click on the Maintenance menu item.

2.Select Patients.

3.Search for the correct patient (or create a new one).

4.After you have selected a patient, click on the Interfaces tab.

 

If this patient was added to your system through an interface, these settings may already be in place.

 

5.Click on the Add New option.

6.In the Interface field, search for the correct interface (e.g., Medicat).

7.Enter an ID in the Alternate ID field.

8.Click Save.

 

See Also

Checkout

Billing Cycles