Financials

the Financial section notes activities within the encounter that require charges and payments. Most charges are added automatically, but you can add or remove charges and payments as necessary.

The system may apply charges automatically based on entries in the Vitals section or when orders are performed on the encounter. The CPT code of an order determines the amount of the charge. 

On the right side of the section, when the quicklist icon is clicked, you get the options to add a Charge or make a Payment. You can also see a list of charges added on a library, below.

Highlight list of charges.

In the Add Charge window, you can:

• Select the item (Order)

• Add the CPT code, although if the order has one, it will populate after selecting the order

• Add reasons.  These are conditions, and you can select them from the patient's Problem List - Active or Inactive.

• Add modifiers and there is a quicklist on the right that can help you do so.

• Add quantity

• Add price if not populated by the selected order/CPT combination

• Add a memo

Select the Save button to save the charge. The charge appears in the Financials section.

Highlight “CPT Code” field.

Highlight “Reason” fields and “Problems List” quicklist

Highlight “Modifiers” field and “Modifiers List” quicklist.

Highlight “Quantity” field. Highlight “Price” field.

Highlight “Memo” field. Select “Save” button. Highlight charge in section.

If a patient makes a payment during the encounter, record it in the Financials section of the encounter. 

The system automatically applies the current date to the payment. 

Enter the amount paid in the Price field and any additional information, such as a check or transaction number, in the Memo field.

Select the Save button to save the payment. The payment appears in the Financials section.

Highlight “Memo” field and make entry.

Select “Save” button. Highlight payment in section.

The system records charges and payments after the encounter is closed and you can produce reports, statements, or invoices based on charges and payments recorded in the encounter.