The Charge window allows users to enter multiple procedures into a patient's chart. Most fields can be set to pull information forward to save time for the clerical staff. While most fields in the Charge window are universal across MacPractice products (MD, DDS, 20/20 and DC), a few fields are unique. Fields that are not consistent across MacPractice products are labeled in the description.

You can access the Charge window by selecting the Charge menu at the top of the ledger, or use the Command + N keyboard shortcut instead. You also have the option to bring procedures forward from a Treatment Plan.

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Charge Fields

The top left portion of the Charge window is dedicated to the Charge Fields. A majority of these fields pull directly from the Fee Schedule within References. 

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Charge Tabs

The lower left side of the window house several different tabs.

Charge References

The right side of the Charge window can be manually set per charge, or you can setup a specific code to pull a majority of the information from the Fee Schedule as well. Some of this information will be more specific to the patient and their procedure than other areas of the window, so setting up some of these fields with defaults may not be an option. 

Procedure Table

At the bottom of the New Charge window there is a table that will display a summary of information related to the Charge.

Users can also click the green plus on the right to add another charge in the window without having to close the Charge Window. Alternatively, clicking the red minus will remove any charge information line by line. 

A majority of the information shown in this table is pulled directly from the information selected above. This information includes the Code, Pr/Of (Provider and Office), Fee, and Copay fields covered earlier in the article. 

In MacPractice MD and DDS, a user will also see a Tooth and Surface column.

Many of the fields within the Procedure Table can be edited by selecting it, then pressing the Tab key on the keyboard, or by changing the information in the charge window above the table.

There are also additional fields in this area that will display some Insurance Estimating information:

Summary Table

On the far right side of the Charge Window, MacPractice will provide a basic summary the of insurance that has been entered into the Patient chart, and the Charges currently being displayed.