Adding cash charge - not associated with a visit
The purpose of this page is to demonstrate a way to charge and apply payment for cash charges when not associated with a visit.
This is helpful when charging for item(s) that are sold in your practice that have not been added to a visit.
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- Click on Chart Talk logo
- Click on ‘Patients’- find the patient you are charging for the item
- Click on ‘Manage Payments’ from the patient navigation menu
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- Click on ‘Cash Charges’
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- Add CPT code associated with the Item. You can also start typing the description. Enter the units (number of item(s) being sold). Apply a discount(dollar amount) if applicable.
- Click Save- a running list of all items added will show. Repeat if adding more items.
- Click on second Column Charge $ to manually enter in a change of default $ amount
- Enter any discount or tax that may be associated. Note: TOTAL will update automatically with the values you enter.
- Finish- will save the cash charge
- Click ‘Finish and Pay’
- Accept Payment Tool automatically opens. ** The cash charge entered in automatically shows up as patient responsibility and in the box on the lower left.
- Apply payment
All Cash Charges default the date entered. If you need to back date or select a different date to reflect that date of sale. Simply click on the date of sale, a calendar will appear, select the date you wish to display.
These items will now show under Manage Payments- Cash Charges Tab.
