Entering Charges
Click Add Item to enter a charge.
Entering Visits > Charges > Add Item
Date of Service: Will automatically pull from the Visit Date field. You can change this if the date of service is different.
Tooth/Surface: Available in our Dental and Enterprise versions. Can be used to identify the area of treatment.
CDT Code: Enter the appropriate CDT code for this service or select it using the look up folder 
.
NOTE: Your CDT code and price must be entered in to the CDT Code Master List in order for prices to automatically pull forward for the selected service/CDT. Otherwise you can just enter charges manually as desired.
Click the box 
to the right of the look up folder if you wish to access CDT information from the scheduler for this date of service.
Quantity: Select quantity as applicable.
Amount: Should prefill from CDT Master Lists for the fee schedule associated with this visit. If not you can manually enter it here. Be sure to split the Insurance balance and the patient balance accordingly.
NOTE: Be certain that the Amount = Ins Amount + Patient Amount.
Access calculator by clicking on the 
to the right of Patient Amount.
Select Quadrant/Sextant Information if applicable and enter a Note for this charge.
Click Extras 
to access and select a specific Doctor, Hygienist and/or Assistant for this CDT code [will default to doctor/hygienist and assistant already selected for this visit so you only need to change if applicable for this particular service] and check the Date Entered, Primary Billing Party or Override Description of Service, if necessary.
HCFA Extras: These fields will only display if you are billing using the HCFA 1500 form. Complete these fields as applicable.
You can also supress this charge from print on either the Insurance form or patient statements by selection checking “Do not print on Insurance Forms” or “Do not print on Statements” at the bottom of the screen.
NOTE: This is an optional area, you do not have to click on Extras since this data defaults from the visit; unless you need to modify it.
Entering Visits > Add Item > Extras
Click OK to save your work. Add additional Charges by clicking Add Item again until you have entered all services fort his visit.
You can also add charges from an existing Treatment Plan or a CDT Group.
