Charge Type

The Charge Type page is used to define a set of system-wide charge types that classify the costs entered on a work request. This value is used for billing or reporting purposes.

The Charge Type administration page is only available if Healthcare Functionality is enabled.

If Healthcare Functionality is enabled, selecting a charge type is required when creating a work request. Valid charge types can be specified on this page and are used to populate the Charge Type drop-down menu on the Create Request, Request Details, and Run Reports page.

To open the Charge Type page:

  1. Open the Administration Menu page.

  2. Under the WORK ORDER ADMINheading, click Charge Type.

    All of the existing charge types appear.

  3. To sort the charge types, click the column heading you want to sort by.

ClosedAdd a Charge Type

Creating a charge type allows you to define the system-wide charge types that are required on work requests when Healthcare Functionality is enabled.

  1. Click the Create New link.

    The Charge Type dialog box opens, allowing you to define the new charge type.

  2. In the Charge Type field, enter the name of the charge type.

  3. In the Active field, select Yes to make this charge type active.

    Inactive values remain in the system, but are not displayed to users.

  4. In the Description field, enter a description of the charge type.

  5. In the Tab Order field, enter a numeric value.

    The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

  6. Click OK.

    The charge type is added to the list. The name of the user who added the charge type and the date and time it was added are displayed.

ClosedEdit a Charge Type

Charge Types can be modified. For example, if you want to change a charge type's position in drop-down menus, you can modify the tab order. To edit a charge type:

  1. Click the Edit link to the right of the charge type you want to edit.

    The Edit dialog box opens.

  2. Modify any of the following values:

    • Charge Type – the name of the charge type
    • Description – a description of the charge type
    • Tab Order – the position in which the charge type will be displayed to the user
    • Active – Yes indicates that the charge type is active (displayed to the user)

  3. Click OK.

    The modified charge type parameters, including the name of the user who edited them and the date and time when they were edited, are displayed.

ClosedDelete a Charge Type

Charge types that have not been used can be deleted from the system.

Charge types that have been associated with a work request cannot be deleted, but they can be inactivated to prevent users from accessing them.

To delete a charge type:

  1. Click the Edit link to the right of the charge type you want to delete.

    The Edit dialog box opens.

  2. Click the Delete link in the top-right corner of the dialog box.

    A dialog box opens asking you to confirm your choice.

  3. Click OK.