Use the Post Transaction feature to post miscellaneous charges that are in addition to the patient's financial contract.
Watch video tutorial. (Windows Media Player, an active Internet connection, and a valid Ortho2 customer login are required to run video tutorials, webinars, and training programs.)
You can open this feature in multiple ways: Use the method that's most convenient for you. If a patient folder is not already open, you will use Fast Find to choose the patient
to work with. Otherwise,
Home or Patient or Patient Finances ribbon bar > 
Post transaction.
Select Post Transactionfrom the Home, Patient, or Patient Finance ribbon bar. The placement of the icon depends upon which ribbon bar you are using.
You can also post transactions from the Quick Access toolbar at the top of your Edge screen, and from your scheduler;
Show posted transactions warning - You can set up Edge so that when you attempt to post a transaction before you finalize the Transaction Report for the previous day, you see a warning message. You must then confirm your action before continuing. This feature helps you maintain the integrity of daily transaction postings. After you have seen the message once, you can select not to see it again that day, if you choose. (See "Set Up Financial Options" for details.)
Select Patient and Billing Party Choose the account to work with. If needed, you can 
display completed contracts option to be sure you are viewing all accounts associated with this patient. In addition, the AR column at the far right of the post transactions window indicates whether the contract is set up with an Auto Receipts agreement.
Enable post charge action - If needed, click to enable the
Choose single or group charge - Select whether you want to post an individual miscellaneous charge, or a charge group. (See "Set Up Miscellaneous Charges & Groups" for details about setting up charge groups.) The list of available descriptions changes, depending on which type of posting you choose.
Enter charge details - Select the charge to post, or type a charge description. Then enter or modify the date, description, and amount as needed.
Note that your financial security settings may limit or restrict you from changing the transaction posting date. See "Set Up System Financial Settings" for details.
Post the Transaction - Click Post.
Alert - If the patient has an alert stop flag for this feature, the alerts box will appear when you initiate this feature for the patient. Review the alert information, then click the box to continue. ( See "Patient Alerts" for details.)
Last Posted Transaction The last transaction you posted appears at the
Charge groups - Although you post a charge group as a single transaction, the individual charges will appear in the patient's ledger and on your Transaction Report.
Completed contracts option - Contracts that are fully paid do not appear in the list of accounts when you are posting transactions unless you enable the display completed contracts option at the top of the window.
Post Misc Charge workflow activity - Use the Post Misc. Charge workflow activity to initiate posting a specific miscellaneous charge for the patient whenever the activity is triggered by a workflow. See "Set Up Workflows" for details.
Open ledger from post transaction window - Click the responsible party name in the Post Transaction window to open the patient's Finance page to the ledger details. You may need to drag the Post Transaction window to another location on your screen, or minimize it to your task bar in order to view the transactions.
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