Post Miscellaneous Charges

Use the Post Charge option of the Post Transaction window to post miscellaneous charges and charge groups.

Do Not Post Non-Production Adjustments Here - Non-production charges, such as courtesy discounts and write-offs, should be posted as adjustments instead. See "Contract Fees and Non-Production Adjustments" for details.

Click to OpenGet Started

Set Up Miscellaneous Charges and Groups - Use the Miscellaneous Charge editor to create and maintain your list of non-contract charges. Each charge includes a description, insurance code, and default amount. You can also create groups of charges that should be posted together, and choose to auto-generate electronic insurance claims whenever specific miscellaneous charges are posted. See "Miscellaneous Charge Editor" for details.

Set Up Dental Charges - Use the Dental Charge Types editor to create your categories of dental procedure charges (i.e. Dental Procedure, Emergency Dental, Periodic Prophy). When you post a charge with a description from this editor, it will be flagged as a dental charge, rather than an orthodontic miscellaneous charge. See "Dental Charge Types Editor" for details.

Click to OpenPost Transaction Security - Your Edge Cloud security settings can allow or prevent operators from posting transactions. To set up this security access, open the Security editor and choose the security model to work with. Then click the Patient Financial security group, and set the Post Insurance Receipts and Charges and Post Insurance Receipts and Charges options to the appropriate access settings. (See "Security Editor" for details about using the editor.)

Click to OpenPost Miscellaneous Charges

  1. Click to OpenOpen the Post Transaction Window - Select Post Transaction from the Home or Patient ribbon bar, or select Post Payment from the patient section of the Scheduler ribbon bar. If a patient record is already active, that patient's information will be loaded automatically. Otherwise, you use Fast Find (either typing information or swiping a registered reward card) to search for the patient to work with. (You can also post transactions from the Quick Access toolbar at the top of your Edge Cloud screen, and by right-clicking a patient's appointment in your Scheduler.)

    Unfinalized Transaction Warning - You can set up Edge Cloud so that when you attempt to post a transaction before you finalize the Transaction Report for the previous day, you see a warning message before the Post Transaction window will open. 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 "Financial User Options" for details.)

    Alert Stop - If the patient has an alert trigger enabled for this feature, the Alert Stop pop-up window will appear when you initiate this feature for the patient. Review the alert information, then either press Enter on your keyboard, or click the box to continue. You can also click the Edit link to open the Alert editor for that patient. (If you have a patient folder page in a floating window, under certain circumstances the Enter key will not dismiss the alert popup window. In that case, you must click the popup window to dismiss it.)

  2. Click to OpenSelect Patient and Contract - The selected patient's name, id number, office, doctor and patient tag (if any) appear in the header of the Post Transactions window. Choose the billing party or insurance company from the list that appears below the header.

    If this person's record has a visual tag applied, the appropriate color/shape appears beside the name. If the correct patient name is not shown in the header, click the Change Patient button at the bottom of the window to choose a different patient to work with.

    The accounts list includes the billing party name, any associated visual tags, the insurance company name, if appropriate, the treatment phase, and a summary of the financial obligation, including the next scheduled payment and amount. The AR column at the right of the post transactions window indicates whether the contract is set up with an Auto Receipts agreement.

    Exclude Responsible Party from FinancialsClosed - When you add a responsible party to the Family panel of a patient folder, you can enable the Exclude from Financials option for Responsible Parties that have no financial obligation for this patient. You will not be able to post miscellaneous charges or receipts to this party, or add this party to the patient's financial contracts. If a charge or contract has already been posted to this party for this patient, you will not be able to enable this option.

    Display Completed Contracts Option - By default, only currently active contracts appear in the list. If the contract you want does not appear, enable the Display Completed Contracts option to be sure you are viewing all accounts associated with this patient.

    Display Last Posted Transaction - The last transaction you posted can appear at the right of the post transactions window for your reference. This helps prevent duplicate posting errors. In addition, when posting a charge, receipt, or refund, you can click Audit to review the posting details of that transaction. (You can use your Financial User Options to choose whether or not to display this information.

    Open Ledger - You can click a billing name in the Contracts section of the Post Transactions window to open the patient's Finance page to that contract or billing line ledger.

    Click to select billing party to post to. If you are posting an insurance payment, be sure to select the account that includes the insurance company name in the Insurance column of the list.

  3. Click to OpenEnable Post Charge Mode - Click Post Charge at the left of the Post Transactions window to begin posting miscellaneous charges.

  4. Click to OpenSingle or Group Charge - Select whether you want to post an individual miscellaneous charge, or a charge group. (See "Miscellaneous Charge Editor" for details about setting up charge groups.) The list of available descriptions changes, depending on which type of posting you choose.

  5. Click to OpenCharge Details - Enter the charge date and amount, then choose a charge description from your list, or type a unique description.

    Orthodontic vs Dental Charges - If the charge is for a dental procedure, and not an orthodontic miscellaneous charge, be sure to select from your Dental Charge Types editor. This will flag the charge as a Dental Charge on the patient's ledger.

    Charge Groups - Although you post a charge group as a single transaction, the individual charges in the group will appear in the patient's ledger and on your Transaction Report. You cannot change the amount when you post a charge group. See "Miscellaneous Charge Editor" for details about creating your charge groups.

    Date Restrictions - Your financial security settings may limit or restrict you from changing the transaction posting date. See "System Financial Settings Editor" for details.

  6. Click to OpenPost the Transaction - After reviewing the transaction details for accuracy, click Post. Edge Cloud calculates the new account balance and amount due, and asks you to confirm the transaction. Click Yes to complete the process, or click No to exit without posting the transaction.

Click to OpenWhat's Next?

OOPS - If you post a miscellaneous charge in error, you must reverse it properly to preserve the integrity of your accounting audit system. See "Adjust Miscellaneous Charges." for details.

Open Ledger From Post Transaction Window - Click a responsible party name in the Account Holder column of the contract list that's displayed at the top of 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.

Auto-Generate Miscellaneous Charge Insurance Claims - Edge Cloud can auto-generate electronic insurance claims whenever you post specific miscellaneous charges. This feature is particularly useful for offices that accept Medicaid and other pay-for-service insurance, especially when coupled with a workflow that automatically posts the miscellaneous charge when a Medicaid patient has been seen for an appointment.See "Post Miscellaneous Charges" for details.

Automate Posting Charges - Use the Post Misc. Charge workflow activity to initiate posting a specific miscellaneous charge for the patient. See "Workflow Activities" for details.

Select a Different PatientClosed - Click Change Patient at the bottom of the Post Transaction window to select a different patient to work with. This way, you can easily post a series of transactions.