Page Content (click on blue titles):
- Ledger functionality
- Adding / Removing Codes
The Ledger tab in the calendar is a way to adjust billing information before Check-Out is clicked.
In this tab, you see all the default codes for that Appointment Type along with the default units, default code modifiers, codes, available add-ons. and whether they are applied by default or not (a unit of 0 means it is not applied).
You can change the Units, Modifiers (max of 4), and Add-on units.
- In this tab you can only change units and not the rate.
- You cannot change the charge because you could have more than one patient with separate Contracted/Scheduled bill rates.
If a patient has a contracted bill rate it will use that, if not it will use the scheduled bill rate if they have one and if not, it will use the Usual bill rate.
The amount billed is Units multiplied by Individual patients Rate.
- Changing an add-on unit to 0 or deleting the number will remove the add-on from the code.
Editing these details will only affect the current appointment or appointments if you are creating a series.
If you hover over a code it will give you a description as a tooltip. This works for the main code and add-on codes.
Adding or Removing codes
You can also add codes to a calendar appointment along with removing codes from the appointment also.
The ledger details act like the other data points e.g. Start Time, End Time, Contacts. You will get a pop-up dialog for series appointments.
When adding codes it will bring in the defaults for that code. For example if the code you are adding has 5 units and modifiers enabled by default it will come into the tab that way. It will not allow you to add duplicates of a code.
Once an appointment is Checked-Out you cannot modify the ledger tab. You will only be able to see the values that were added to the ledger on Check-Out.