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At a Glance

Line item charges are separate from insurance payments — for example, charging a patient for an injected substance that insurance won’t cover.
This feature may be restricted to Administrators and Billing Managers at your practice.

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Create a Line Item

In the General tab of PR Settings, scroll to Custom Payment Types. Active items appear in the line-item list when charging patients. Click + to create one, fill in the fields, and click Create. Use the Type designation so the line item reports correctly:
  • Product — a separate service or charge you add to a specific appointment. A Product line item stays independent of insurance PR and of your self-pay fee schedule; use this type for most one-off transactions.
  • Deposit — reconciles against the patient responsibility for that date of service on every encounter, insured or self-pay.
  • Self Pay — reconciles against self-pay patient responsibility for that date of service, and applies only to self-pay encounters.
  • Add Credits — adds credits to the patient’s account, either flexible or tied to a specific date of service.
Self-pay patient responsibility itself is priced from your self-pay fee schedule. For the full system behavior of each type, see Choose the correct type.

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Charge a Patient for a Line Item

Open the patient’s profile and, on the Charges tab, click + Miscellaneous Charge.
From this window you cannot collect an outstanding balance (use Pay Balance on the profile) or copay/coinsurance/deductible (use the Appointments page). It creates a payment and a matching charge, and does not pay off an existing balance.
Fill in the facility and provider, then add your line item — its default charge auto-fills the Unit Price. If the patient has available credits, you can apply them (see the Credit breakdown). Choose how to process or request payment, click Confirm, confirm again, then optionally print or send a receipt.
✨Smart Tip: You can create a line item on the fly at the bottom of the list in this popup, but it won’t have a default charge — so prefer creating line items in PR Settings to keep amounts consistent across staff.

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FAQ

A miscellaneous charge creates a brand-new payment and charge. To collect an existing balance, use Pay Balance on the patient’s profile instead.