Recurring Charges Tab

The Recurring Charges tab can be used to assign recurring charges to your patient. A recurring charge is typically used for encouraging patients to continue care, such as unlimited adjustments for a monthly price.

To assign a recurring charge to your patient:

  1. Click the "New" button.
  2. Select a recurring charge from the AvailableRecurring Charges dialog box. To create your list of recurring charges, Recurring Charges for instructions.
  3. Click the "OK" button.
    4. The Charge Details area of the screen fills in with the recurring charge information. You can edit this information for your particular patient.
  4. Enter dates for when you would like the next charge to occur, when the charges start, and until what date you would like them to repeat.
  5. Click the "Save" button to save this recurring charge.

To delete a recurring charge from your patient’s assigned charges:

  1. Select a recurring charge from the Current Recurring Charges list.
  2. Click the "Delete" button.
  3. A dialog box appears asking you to verify the deletion. Click the "Yes" button to delete the recurring charge.