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Charges and Fees

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Charges & billing · Procedure information

Charges and Fees #

Phoenix shows charge-related values in the patient charge row, the Transaction Code record, and Fee Schedules. Review the correct area before changing an amount.

Keyboard shortcuts: Press Ctrl+B to open Charges and Payments. Press F4 to inspect the underlying Transaction Code details when working from a charge.

1. Review the patient charge #

  • Verify patient, case, dates of service, transaction code, Amount, Units, and Extended.
  • Review provider, modifiers, place of service, payments, adjustments, and balance.
  • Treat payment and balance columns as financial activity, not fee setup.
Phoenix Charges and Payments screen showing patient and case context, charge detail columns, balances, and accounting summary

2. Review the Transaction Code #

Phoenix Transaction Codes screen showing charge, expected amount, CPT, modifiers, place of service, code options, and fee schedules
  • Confirm the selected code.
  • Review Charge, Expected, CPT, revenue code, modifiers, and place of service.
  • Do not change shared code setup to correct a single patient charge unless you are authorized.

3. Review the Fee Schedule #

  • Confirm the schedule name and associated insurance company.
  • Review Effective Start Date and Effective End Date.
  • Find the matching transaction-code row.
  • Compare Charge, Co-Pay, and Expected without treating them as interchangeable.
Phoenix Fee Schedules screen showing insurance associations, effective dates, transaction code, charge, co-pay, expected amount, and place of service

If an amount looks wrong

If the source of an amount remains unclear, preserve the current records and ask a billing supervisor or PSS support before overwriting patient or shared configuration.

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Updated on September 25, 2026
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