Repeating Charges

Use the Repeating Charges tool to post repeating procedure charges to patient accounts each month.

In the Main Menu, click Tools, Repeating Charges.

The repeating charge tool will complete any repeating procedures set up for a patient, create a primary and secondary claim for the procedure (if enabled), and allocate any prepayments (if enabled). Run this tool before generating the Billing List to include repeating charges on patient statements and before running the recurring charges tool to include these patients with new balances. To set up repeating procedures for a patient, see Repeating Charge.

To run the tool:

  1. In the main menu, click Tools, Repeating Charges.
  2. Run aging on accounts after posting charges: Check to run Aging and update the age of account balances for patients with the new charges.
  3. Click OK. The total number of procedures and claims added will show.
Note: If the tool is run after the scheduled repeating charge day (up to 1 month and 20 days after), it will backdate all missed repeating charges to the patient's account with the date of the scheduled charge.

Example of transactions when a prepayment is applied to a repeating charge using an income transfer.

Example of transactions when a claim is created automatically for a repeating charge.