Differences

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--- calendar:reason_for_visit:charges [2026/04/16 15:42] – created architect
+++ calendar:reason_for_visit:charges [2026/04/17 21:00] (current) – architect
@@ Line 1: / Line 1: @@
 ====== Reason For Visit: Charges======
-To configure the automatic charges on a Reason for Visit first click on the gear icon on the top menu, then select **Reasons For Visit**.
+To configure the automatic charges on a Reason for Visit, click on the gear icon on the top menu, then select **Reasons For Visit**.
 {{ :calendar:gear_icon_settings.png?nolink&400 |}}
 Hover over the Reason for Visit you'd like to configure and click the button with the dollar icon.
-{{ :calendar:reason_for_visit:reasons_for_visit_hover_notifications.png?nolink&400 |}}
+{{ :calendar:reason_for_visit:reasons_for_visit_hover_charges.png?nolink&400 |}}
 ====Automated Charges====
-Click on the plus button next to //Add Charge//.\\ Select the a product or service from the dropdown. This dropdown is linked to the [[ledger:inventory:create|Products & Services]].
+Automated charges create an invoice on the patient's ledger when the appointment status is set to Arrived.\\
-If the bank dropdown is selected the system will attempt to apply the bank to the item if the bank is present on the patient's profile.
+To add a charge, click on the plus button next to //Add Charge//.\\
+  * **Products and Services** - Select the a product or service from the dropdown.
+  * Bank - the system will attempt to apply a payment from the bank to the item if the bank is present on the patient's profile.
+//Note: The Products and Services dropdown is linked to the [[ledger:inventory:create|Products & Services]].//\\
+//Note: The Bank dropdown is linked to the [[ledger:banks:create|Banks]].//\\
+To delete a charge, click the **-** button next to the charge.
+{{ :calendar:reason_for_visit:rfv_charges_add_charges.png?nolink&400 |}}
+To save the changes, click the **Save** button at the bottom right.
 ====Automated Visits====
-Click on the plus button next to //Add Visit//.\\
+Automated visits are applied to Program Visits if a program visit is set up on the patient
-This will set what program visit will be discounted if it's present on the client's profile.
+To add an automated visits, click on the plus button next to //Add visit//.\\
+  * **Program Visits** - Program visit that will be deducted.
+//Note: The Program Visits dropdown is linked to the [[ledger:inventory:create|Program Visits]].//\\
+To delete a visit, click the **-** button next to the visit.
+{{ :calendar:reason_for_visit:rfv_charges_add_charges.png?nolink&400 |}}
+To save the changes, click the **Save** button at the bottom right.