Set Up Financial Options

Use the Financial user options to set your default contract class and late fee, and to enable / disable the unfinalized transaction warning.

How to Get Here

• File, Home, or Scheduler Ribbon Bar - User Options > Financial. (Note that your security rights must include full access to the User Options Editor setting in the Practice Administration security group for this feature to work for you.)

   

  Select User Options from a ribbon bar.

  

  Choose the Financial option.

  

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Setup

These settings are user-specific: Other Edge operators may have settings different from yours.

 

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• 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.

• Default contract late fee - Choose the default late fee to apply to new contracts.

• Default miscellaneous charge late fee - Choose the default late fee to apply to miscellaneous charges. You may change this policy on individual Responsible Party pages as needed.

• Hide last receipt in Posting Transaction dialog - Enable this option to omit the details of the prior receipt when posting a batch of receipt transactions, preserving patient privacy.

• Save your settings - Click Ok to save any changes to your user options and exit the window.

Notice!

• Set up late fee policies - Use the Late Fee editor to define the rules for applying late fees to contract and miscellaneous charges. You can base the fee on either an annual percentage rate applied to the amount that is past due, or a flat dollar amount. Because you might calculate late fees differently in different situations, you can define and select a late fee policy appropriate for each situation. See "Set Up Late Fee Policies" for details.

• User Settings / Assign Options Tool - The settings you choose here are specific to you; Other operators that log into Edge with a different username and password may have different settings. However, you can use the Assign Options tool to copy your settings to other operators (and vice-versa) if needed. (See "Assign Your Settings to Other Users" for details.)

• Set Up Financials
  • Contract Class Editor
  • Contract Fee Adjustments Editor
  • Contract Templates Editor
  • Late Fee Editor
  • Financial User Options
  • Miscellaneous Charge Types Editor
  • Payment Accounts Editor
  • System Financial Settings Editor
  • Transaction Adjustments Editor

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