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Recurring Client Charge Input (Charge Fee Access) - Cal-PM

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Enter services (charges) for a client.

Avatar PM > Services > Ancillary/Ambulatory Services

  • Entering services posts the services and charges to the client ledger, and adds the services to the client’s treatment history.

The Cost Of Service field can be edited in this form, and in the Recurring Client Charge Input (Charge Fee Access and Diagnosis Entry) form.

The following fields control the display of dates in the Select Dates field.

  1. In the From Date field, enter the beginning charge date.

  2. In the Through Date field, enter the ending charge date.

  3. In the Exclude Weekends field:

  • Select Yes to display weekdays in the Select Dates field.
  • Select No to display weekdays and weekends in the Select Dates field.

  1. In the Select Dates field, choose the dates.