Resident Charge Group Information

Resident Charge Group is a user-defined field that can be used to group residents in any way desired.

To Access Resident Charge Group Information

1. From the ChargeTracker Main Menu window, choose Setup Information.
2. From the ChargeTracker Setup window, choose Resident Setup Information. Click the Resident Charge Group tab.

Existing resident categories will be displayed.   Note:  if logged in as a Corporate user, the categories added by Corporate will displayed.  If logged in as a Facility user, only the categories unique to that facility will be displayed (security may prevent you from viewing category codes that were added by Corporate).   

To Add a New Resident Charge Group

1. In Resident Setup Information, on the Resident Charge Group tab, click the Add Resident Charge Group button.  The Resident Charge Group window will appear.

2. Click the down arrow to the right of the Facility Name field to choose your facility.
3. Type in the new Resident Charge Group name in the Resident Charge Group field.
4. Click Save. To add multiple charge groups, click the "Save and Add Another" button.  Click Cancel to exit the window without saving changes.

To Edit a Resident Charge Group

1. To change Resident Charge Group, highlight the existing text then type in the new name.
2. Click the Save button to save changes.  Click Cancel to exit without saving changes.

To Delete a Resident Charge Group

Only Charge Groups that are not in use may be deleted.

1. From the ChargeTracker Main Menu window, choose Setup Information.
2. From the ChargeTracker Setup window, choose Resident Setup Information.
3. From the Resident Setup Information window, click the Resident Charge Group tab.
4. Double click the Resident Charge Group you wish to remove.
5. From the Resident Charge Group window, click the Delete button.