Add Charges in the Ledger

Q: How do I add charges in the ledger?

1. Open the Patient's Account

1. Open the Patient's Account

Click on the Billing menu, then select Patient Account.  Search for the account using the patient's last name, then click Select to open the account.

2. Open the Patient's Ledger

2. Open the Patient's Ledger

Click on the Ledger tab.

3. Add Charge

3. Add Charge

Click the Add Charge button.

  1. Begin typing the charge code or search by code number or description.  
  2. Click the Select button.

*Note: This search will include custom charge maintenance codes and CPT/HCPCS codes and must be included in the default fee schedule to populate the charge amount.

4. Complete Charge Details

4. Complete Charge Details

Complete the Charge Details window as needed.  Ensure that a Provider is selected and that the charge amount is correct.

Click the Save button to add in the new charge.

Charge Entered in Ledger

The new charge has now been added to the ledger.