Adding Items (formerly Simple Charges) & Categories

To track items (formerly known as simple charges), item categories and item types must first be entered into the system. 

On the Practice Management System, click on your practice name in the upper left-hand corner, and click Practice to open a drop-down menu. From here you can select to either view/create your practice's Item Types and Item Categories.

 Once you click on the Item Types from the list you will have the option to add more items by clicking on the blue Add New Item button in the upper right corner. 

Enter the name of the product, select a category, enter the amount per unit, and the default number of units when creating a charge for this item. Add an optional description or UPC or SKU. You can also toggle whether you want the practice tax % to apply to this item. Once done, click on the blue Save button at the bottom of the screen. 

You can create Item Categories for non-billable items such as products and services. 

Please note:  If you wish to run an items report to separate specific products and services, then it is recommended to create an item category.

Once Item Types have been added, they can be chosen from the calendar or Financials tab within the patient's chart to track that a patient purchased a product or received a non-billable service.