Using Chart Listing to Work Your Charges

Updated on July 29, 2026 | 08:40 AM – CST

Every charge you post lands in the charge listing, ready to search and act on.

This video covers finding charges by date, CPT, or the full advanced-search filters, then reading each row's plan and patient balances so you know exactly who owes what.

You'll also see how to drill into a charge or visit, take a payment, and open the follow-up window to set a reason, an auto action, and a tickle date on an account.