Appointment Detail > Auto Charging

Charges may automatically post to a patient's account that is scheduled for a group task or for a task with associated tasks. To begin this process, table maintenance must be done. For group tasks, the task being scheduled must be set as "Group" in the Tasks/Procedures table. Then the items associated with the group task must be set to "Charge at Complete". See the Items section for information on how to do this.

In order for the charges to post to the patient's account, the scheduled visit must be linked to an account. See the Registering and Linking Appointments section for information on how to do this.

When the patient is present for their appointment, they must then be Checked-In. After the patient is done with their appointment, the scheduled visit must then be marked as Complete. See the Action Bar Options section for information on the Check-In and Complete options.

Once the scheduled visit is marked as Complete, the items associated with the group task will then be created and posted to the patient's account. The issuing department for the charges will be the Owner Department for the group task in the Tasks/Procedures table. The service date for the charges will be the patient's appointment date.

NOTE: If a charge is applied to a patient's account in error, the charge will need to be removed manually.