Charge Entry Preferences

The Charge Entry preferences tab is where you can specify a number of defaults that will effect the way your charges are posted.

You may chose not to use any of these defaults, however using some of them may eventually help you to save time when working inside your charge entry screen. For more information regarding posting charges to your patient's accounts, click here.


Refer to the following screenshot and table as a guide to each charge default you can create using this screen.

  • Always Use Provider Assigned To Patient's File for Each Service - Toggle on/off the option to always assign the patient's primary provider to each service line. Toggling off will add an extra column in the charge entry screen from which you can select an alternate provider.
  • Dates of Service To Always Be The Same As Charge Entry Date - Toggle on/off the option that causes the date of service to automatically correspond with the charge entry date. Toggling off will allow you to enter an alternate date of service, regardless on what day you are actually entering the charge.
  • Show a Column for National Drug Identification (NDC) Code - Toggle on/off the option to add an extra column to the service line allowing for the entry of a National Drug Code (primarily used for Medicaid claims)
  • Always Assign Patient's Current Diagnosis To Each Service - Toggle on/off the option to use the patient's last diagnosis for each new charge. Toggling off will force the user to manually specify the diagnosis each time a charge is posted.
  • Show a Button To Allow For Easier Diagnosing of a Patient's File - Check this box to display a "diagnosis" button in your charge entry screen, allowing you to select diagnosis from your diagnosis list more quickly.
  • Remind if No Diagnosis for Each Procedure, Service, or Supply - Toggle on/off the automatic reminder that will warn the user if no diagnosis has been linked to the service charge.
  • Defaults
    • POS (Place of Service) - Set a default place of service such as "11" for office.
    • DOU - Specify a default number for the days or units column.
    • Measure - Specify a default measure unit (International Unit, Minutes, Units). These defaults affect electronic claims only.
    • RFLU (24K) - Specify a default number for the "reserved for local use" box on the HCFA insurance form (box 24k).
    • Where Services Rendered - Specify a default service facility from your service facilities list.