Get Support
Schedule a Demo!

Creating Charges

< 1 min read

Charges & billing · Charge entry

Creating Charges #

Create charges for the correct patient and case. Verify the billing context before adding a row because it becomes part of the patient’s financial history.

Open the charge record #

  1. Select Billing > Charges and Payments.
  2. Use the Patient lookup to select the patient.
  3. Use the Case lookup to select the case.
  4. Confirm Billing, Provider, Facility, Location, and insurance information.

Add the charge #

  1. Open Charge And Payment Details.
  2. Add a row with Ctrl+Insert.
  3. Enter DOS From, DOS To, diagnosis pointers, provider, and transaction code.
  4. Complete modifiers, POS, Amount, and Units when required.
  5. Review Extended, balances, and Accounting Summary.
  6. Save with F2.
Phoenix Charges and Payments screen showing patient and case context, charge detail columns, balances, and accounting summary

Verify before saving

Confirm the patient, case, dates of service, transaction code, provider, units, amount, and diagnosis pointers. A correct charge in the wrong case is still a billing error.

If the amount is unexpected #

Do not replace the amount by guesswork. Verify the transaction code setup and any applicable fee schedule, including its effective dates, before changing the charge.

Printable PDF
Updated on September 18, 2026
Table Of Contents