Use this task to recalculate the expected amounts on outstanding charges within the specified accounting date (if applicable) with fee calculations from a specified expected fee schedule. After clicking this button, the applicable charges are updated with the recalculated expected fee amount, which is displayed when a payment is entered for that charge.
Step-By-Step Guide
Step | Instructions | Additional Information |
|---|---|---|
| 1 | From the Fee Schedules page, select the expected fee schedule for which you want to recalculate the expected fees. | |
| 2 | Click Recalculate. A confirmation message displays.
| The expected amounts are not recomputed if the changes are prior to the specified account date (if applicable) or if a payment has been applied against that specified charge. |
| 3 | (Optional) Select the Include services that contain payments option to recalculate the expected on all services associated to the selected fee schedule, both those with and without associated payments. | The field is unchecked by default, and if left unchecked, only services without payments will be recalculated. |
| 4 | Click Yes to recalculate the expected amount. |
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