Overview
Adding charges to a patient's account is an essential part of managing billing and financial records in the CRM. This guide walks you through the process to ensure accurate tracking and up-to-date patient balances.
Before You Begin
Confirm you have the correct permissions to manage patient billing and charges.
Make sure you have all necessary details for the charge (e.g., service type, date, and amount).
Pro Tip: Always double-check amounts and dates before saving to prevent billing errors.
Steps
1. Access Your CRM Instance
Navigate to your specific CRM login page and enter your credentials.
2. Navigate to Accounts
After logging in, locate and click on the "Accounts" option in the main navigation panel.
3. Search for the Patient's Name
In the Accounts menu, use the search bar to find the patient's name and open their record.
4. Search for the "Transactions" icon
In the patient's record, find the "Transactions" icon in the ribbon above the key fields.
5. Click on the "Add Charges" icon
Within the Transactions menu, click on the "Add Charges" icon to open the charge form.
6. Fill out the "Quick Create Charges" form
Fill in all the required information for the new charge, then press Save.
7. Confirm if the Charge and the Balance were added successfully
Tip: Always double-check amounts and dates before saving to prevent billing errors.
Verification / Expected Result
After completing these steps, the new charge will appear under the patient’s record, and the balance will update automatically.
Troubleshooting / Common Errors
• Can’t find the patient record? Double-check spelling or use filters in the Accounts section.
• “Add Charges” option not visible? You may not have permission. Contact your administrator.
• Balance not updating after saving? Refresh the record or log out and back in. If the issue persists, contact support.
Need Help? If you encounter any issues or have further questions, reach out to our support team at [email protected].