The following process will allow for an agency to set up a recurring fee that takes place either monthly, weekly, or daily depending on what they indicate. 

Step 1 Setting up Program, G/L Code and Charge Code:

1. To start this process you must create a Program by going to menu >accounting > program > click the blue create button located on the right side of the search bar.
   
1. The program is typically the form of payer such as Private Pay or VA, but you can put in something like Program 1 for agencies who are not looking to track their accounting through Smartcare. 
   
2.  The next step is to create 2 general ledger codes that do not have to be real codes. To do this go to menu>accounting>G/L accounts> click the blue create button located on the right side of the search bar. 
   
1. When you create a G/L Code you'll need to have 2 in order to set up a Charge Code. If the agency is keeping track of GL Codes, then they'll know what to put here. 
   
2. The Demo Site has the following fake G/L Codes:
3. The last part of this step is to create the Charge Code. To do this you will go to Menu > Clients > Charge Codes > click the blue create button located on the right side of the search bar.
   
1. From here create at least one charge code. You'll do this by putting in a code such as ABC Code, a description such as "Monthly Services", then select the items that you create in the prior steps. 
   

Step 2 Setting up the Product and Service ( The Fee ):

1. This part involves creating the fee amount that will be able to be generated in the following Step. 
   
2. Go to Menu > Clients > Products and Services > click the blue create button located on the right side of the search bar.
   
3. In the Product Name section you'll put what the fee is for. This will show up on the clients invoice as this item. Then the Details will also show up. 
   
4. The amount is the amount for each instance. For example if you have a monthly fee of $30.00, then you'll put $30.00 here. Indicate your Charge Code. The amount editable will allow for the person creating the fee in the client menu to edit it. If it's a standard fee, leave this unchecked. The enable on punchcard will allow for the caregiver to "a la carte" this fee. Click Save.
   

Step 3 Setting up the Fee:

1. To set up the Fee go to Menu > Clients > Client Management > Click into the photo of the client > Client Managers > Planned Products / Services > Press the Create button. 
   
2. Indicate the Product / Service you created. You have to put a start date, an end date, and the Recur type. If it's monthly, you'll indicate which date you want the fee the show up on the invoice as. Do not put multiple entries in here unless you want multiple entries on the invoice. For example, if I want a Monthly Fee to occur every 1st day of the month for one year I would set it up to look like the following:
   
3. The fee will then look like this on the invoice: