Creating Outstanding Charges for missed payments will allow for your team to be alerted on subsequent appointments that a payment was missed, and will allow for missed payments to be tracked within Stride Reporting.
Creating Outstanding Charges typically begins during the check in and collect payment process at the start of the appointment. See this related article: Stride Check In Process: Payment/Outstanding Charge
You can create an Outstanding Charge in three different locations within Stride:
- During Check In
- Speed Dial Function > Make a Payment
- Patient Chart > MORE > Patient Charges > Add Charge
CREATING AN OUTSTANDING CHARGE:
In the event the patient is NOT able to pay the full amount, or to pay at all, you can edit the amount to a partial amount OR 0.00. This will create an outstanding Charge for the unpaid amount due.
- Amount Due - Payment = OUTSTANDING CHARGE amount created
In the case below, the outstanding charge created will be $40.00.
Click Next.
You will be directed to the Review screen, just as you would if you were collecting a payment.
- Note: Instead of CHARGE 40.00, this will say ADD 40.00 CHARGE.
Click ADD 40.00 Charge.
CONGRATULATIONS! you have now created an outstanding Charge which can be tracked in both the Patient Chart and Stride Reports AND will create alerts on the Appointment Details Box on the Calendar.
TRACKING OUTSTANDING CHARGES:
PATIENT CHART: This now appears as an Outstanding Charge in the Patients Chart as well.
STRIDE REPORTS: Reporting > Patient Charges > History > Outstanding.
CALENDAR ALERTS: The Appointment Block on the Scheduler now looks like this, with OUTSTANDING added to the Right of UNPAID.
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- UNPAID refers to the specific DOS only.
- OUTSTANDING will be present if ANY Outstanding charges are present on the specific Case.
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PATIENT CHART:
This now appears as an Outstanding Charge in the Patients Chart as well.
COLLECTING AN OUTSTANDING CHARGE:
Anytime you Collect a payment, your will be made aware that a charge is Outstanding with the Red OUTSTANDING Box on the Appointment Details box AND when you reach the Payment Pop up. You have the option to INCLUDE OUTSTANDING CHANGE(S) at this time.
If you choose to INCLUDE OUTSTANDING CHANGE(S), they will populate in order of DOS. Just as with any payment, you can take a partial payment, or reduce the payment box to 0.00 to create an outstanding charge.
As you see below, The Payment will be taken for the combined amount as one transaction, and multiple charges.
Question: How do I review which appointments were not checked in or updated appropriately?
Answer: Daily review of your Reporting > Schedule > Appointments > Needs Update (Past) Report.
This report includes all past appointments that have not achieved a final status of Checked in or Cancel/Late Cancel/No Show.