Setup Custom Charges Maintenance
Q: How do I setup custom charge codes?
*Note: PM Setup
The Practice Management setup process must be completed in a specific order. Please follow the setup lessons for step-by-step instructions.
1. Open Custom Charges Maintenance
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If you wish to add, edit or inactivate a Custom Charge code within the Practice Management system, follow the steps below:
Click the Tools menu, then select Billing Maintenance > Custom Charges Maintenance.
2. Add a New Custom Charge Code
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In the Custom Codes section, click the Green + button to create a new custom charge code.
3. Enter New Code & Description
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After clicking the Green + button, SOAPware will allow you to create the custom charge code:
- New Code: enter the new adjustment code.
- Descriptions: create a description for the new adjustment code.
- Taxable: place a check in the box if the item or service is taxable.
- Add: click Add to save.
4. Code List
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The Code List will display the clinic's current list of custom charge codes.
- To inactivate a code, highlight the code then check the "Inactive" box.
- To hide inactive codes, click the "Hide Inactive Codes" box.
- Click Close to close the Custom Charges Maintenance window.