Overview

• Gathers billed charges for non-PPS payers to appear in Accounts Receivable.
• Updates the Amount Billed in A/R history after claims are prepared.
• Can also be rerun when charges have been added, deleted, or modified.

How to Run

• Step 1: Go to Accounts Receivable > Post Charges to A/R.
• Step 2: Select the Month to be Transferred — the same month you prepared claims for, or one needing updates.
• Step 3: Optional — enter a Charges Cutoff Day if you only want to post part of a month (useful for biweekly billing). 
• Step 4: (Optional) Use filters if needed:
  • Transfer Just One Chart #: Check to post for one patient; leave unchecked for all.
  • Program(s)/Payer(s): Enter specific codes or leave blank for all.
• Step 5: Choose a print option:
  • Print Detail: Prints patient-level details.
  • Print Summary Only: Prints totals by program/payer.
• Step 6: Optionally select Remove Previously Posted Amounts to delete prior postings for that month. Confirm when prompted.

Post to Accounts Receivable

• Option A – Create and View Charges:
  • Click Create and View Charges to preview before posting.
  • Then click Transfer Created Charges to A/R to finalize. This generates a duplicate report for your records.
  • Recommended if you want to verify the data before posting.
• Option B – Create and Transfer Charges:
  • Performs both steps in one click — generates and transfers charges instantly.
  • Ideal for quick posting when verification isn’t needed.

Validation & Follow-Up

• After posting, verify using Report 05.17 – Compare A/R to Charges.
• This report checks for differences between visit/supply charges and A/R billed amounts.
• If no differences are found, the system will display: “All A/R Amount Billed entries agree with the charges.”