Dispensed Goods/Product Charges

Dispensed Goods/Product Charges


Dispensed Goods/Product Charges

Add Charge, Copay, and Payment for Dispensed Items

  1. On the Appointment Screen, select the Enter Charge Link.

  1. Insurance: Self Pay
  2. DX1: Misc
  3. Enter the CPT. 
  4. Edit the Fee if necessary and tab through the fields until the Line Item appears in the window below. Enter next CPT if applicable and follow the steps above.
  5. Select the Copay button.

  1. Enter the full amount in the Check, Cash, or Credit Card field. (Copay and Dispensed Goods Payment).
  2. POS: Choose Yes.
  3. Enter only the Copay amount in the Copay field.
  • If there is no Copay collected, enter the same amount that was entered in Check, Cash, or Credit Card field.
  1. Enter the Details of Payment in the Note field.
  2. Select Save [F2].

  1. Validation Warning: Click Save and Continue.

  1. Select the Payments button.
  2. Enter the Payments on each Line Item. (The Copay amount will not post because because there are no Insurance Line Items.)
  3. Next Action: Select Proceed to Patient.
  4. Select Save [F2].
  5. Validation Warning: Click Save & Continue.

  1. On the Patient Dashboard, select Patient Ledger. (Patient Ledger for Walk-out Receipt should already be Saved. See Setup below.)

  1. In Saved Report Filters, choose the Patient Walk-out Receipt.
  2. Select Run [F2].

  1. Print the Patient Ledger.


Add Charge and Payment for Dispensed Items without an Appointment

  1. On the Patient Dashboard, select Post Charge.
  2. Insurance: Choose Self Pay.
  3. Facility: Choose Facility.
  4. Rendering: Choose the Rendering Provider.
  5. DX1: Misc
  6. Enter Date of Service.
  7. Enter the CPT.
  8. Edit the Fee if necessary and tab through the fields until the Line Item appears in the window below. Enter next CPT if applicable and follow the steps above.
  9. Select the Copay button.

  1. Enter the full amount in the Check, Cash, or Credit Card field. (Copay and Dispensed Goods Payment).
  2. Enter the same amount in the Copay field that was entered in the Check, Cash, or Credit Card field.
  3. Enter the Reference/Check Info.
  4. POS: Choose Yes.
  5. Enter the Details of Payment in the Note field.
  6. Select Save [F2].

  1. Validation Warning: Click Save and Continue.

  1. Select the Payments button.
  2. Enter the Payments on each Line Item. (The Copay amount will not post because because there are no Insurance Line Items.)
  3. Next Action: Select Proceed to Patient.
  4. Click Save [F2].
  5. Validation Warning: Click Save & Continue.

  1. On the Patient Dashboard, select Patient Ledger. (Patient Ledger for Walk-out Receipt should already be Saved. See Setup below.)

  1. In Saved Report Filters, choose the Patient Walk-out Receipt.
  2. Select Run [F2].

  1. Print the Patient Ledger.



Patient Ledger Setup for Walk-out Receipt

  1. On the Patient Dashboard, select Patient Ledger.

  1. Date Span: Select Today.
  2. Select the Options to display on the Walk-out Receipt.
  3. Click Save as New in the Saved Report Filters panel.
  4. Enter the Name of the Walk-out Receipt.
  5. Click Save [F2].



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