Open

Manual Charge Account Transaction Entry

The Enter Charge Account Transaction screen allows the user to enter in any transaction for a patient who has a charge account in the system by manual means. The system can be tailored to enter transactions automatically by submitting a copay directly to the charge account from the processing screen if the option is selected under Pharmacy Setup > Account Receivables , or if the user charges the tender amount to the charge account through the BestPOS system.

• Family Name: Enter in the whole name (Last Name, First Name) of a patient to bring up the family’s information or enter in part of the patient’s name and press the "Enter" key to bring up a list of patients. To choose the patient click anywhere on the row of the patient or type in the line number of the patient in the field below the list and press the "Enter" key. Once a patient is chosen, the family info will come up automatically. The family record number will display in the top right section and is grayed out as it cannot be edited.

• Balance From Last Statement: This field is non-editable and displays the balance from the last statement. This information is useful for quickly seeing what the most recent statement balance was.

• Current Balance: This field is non-editable and displays the current balance for the selected account.

• Transaction Date: Enter in the date of the transaction. This field can be backdated if for an example the user forgot to enter a transaction previously.

• Transaction Amount: Enter in the transaction amount.

• Transaction Code: Select the appropriate transaction code using the dropdown list. The choices are 1- Purchase (for entering an account debit based on prescription(s) purchased), 2- Payment (for entering a proper payment on the account), 3- Credit Adjustment (for crediting the account in an instance of an error or for any other reason), and 4- Debit Adjustment (for debiting the account in an instance of an error or for any other reason).

• Remark: Enter in any remarks for this transaction. It's a good idea to notate transactions entered through this feature as they're all manually entered transactions and there's no automatic gathering of information during transactions entered through this menu; for automatic copay transactions to the charge account or transactions done through the BestPOS system (if the pharmacy currently utilizes BestPOS), the system automatically pulls details and then enters appropriate remarks and manual remarks are unnecessary.

Click the "Save" button or press the "Enter" key when the "Save" button is highlighted to save the information. Click the "Save & Exit" button or press the "Enter" key when the "Save & Exit" button is highlighted to save the information and go to the Rx Processing screen.

The user may also clear all the data displayed on the screen by clicking the "Cancel" button or by pressing the "Enter" key when the "Cancel" button is highlighted.