View Charge Entry screen. View Video, 2 min. 29 sec.

Recording Your Entry
After you have all the fields entered the way you want them, click on the Record button to record this procedure into the account ledger.  The Balance will then increase by the amount of the fee for this procedure.  The item will be added to the account ledger's listing of items.  It will be the first item since it is the most recent unless you have modified the date to some earlier date.  In that case, the procedure will be inserted into the ledger where it belongs according to its Start Date.  After recording, the Charge Entry screen will clear and be ready for posting another procedure.

How Recording Affects Due Now Amount
The Due Now amount is designed to represent the patient portion of the charges.  It is the amount you expect the patient to pay at the time of posting.  Several factors may influence how the Due Now amount gets incremented after recording. For a complete discussion visit the Track Patient Portion section.

Status
Before recording a procedure you must select a Completion Status.  The four possible options are Done, Started, Finished, and Proposed.  These will now be discussed.

Done
The Done status designation is the most commonly used.  You will enter this choice for procedures that were completed in one day. For instance, a radiograph or an amalgam restoration are examples of procedures that would be started and finished on the same day.  Any procedure that was completed on the same day it was started will use this choice.  The procedure's Started and Finished dates will be the same date. When the Done status is selected, the fee listed for that procedure will be added to the account Balance.  Whether or not the Due Now amount increases will depend on whether the Track Patient Portion option was answered Yes or No.  The procedure will also appear on the patient's billing statement for that day, and the Day Sheet Report.  The procedure will also be available to print on an insurance claim form. The Done status can also be used for multiple-appointment procedures such as crowns and root canals by not entering the procedure into the computer until the final appointment.  In this circumstance you will not post anything for this procedure on the first visit.  A more appropriate Status entry for multiple-appointment procedures is the Started option.  This will be discussed next.