Page Comparison

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• Each time the patient comes in you can click on the 3 dots in the far right hand column and click deduct visit.  The counter will keep counting down.

• Each deducted visit can be seen on the Encounter Details page

• Hover over the counter to display the expiration date

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OPTION 2: PRE-PAY PACKAGE AS A UAC:
 
A. Create The UAC For The Pre-Paid Amount:

1. Click on Unapplied Credit at the top of the screen

2. Enter Post Date

3. Select Provider- Will default if only 1 provider in system

4. Enter Amount 

5. Method Of Payment: Select method for how patient is paying 

   1. Cash

   2. Check- Must enter Check Number

   3. Money Order- Must enter Money Order Number

   4. Credit Card Manual if you accepted a credit card using another payment processing system.  Here you will need to select the type of credit card and enter in the last 4 digits of the credit card

   5. Credit Card Open Edge if you are set up for the integration with the Open Edge Payments System.  You will then select and entry mode and enter in the patient’s zip code.

   6. EMV (Chip Reader) will be selected if you want the patient to insert their card

   7. AUTO if you want to enter in the information manually.  Both options will bring up a pop up window

6. Optional: Create Family Share (See in Family Share UAC Section)

7. Optional: Add a note

8. Click Save

9. Optional: Print or email a receipt to a patient (See Generating Receipts for more information)

10. Click “Done”

 
B. Charging For Each Individual Visit as an Extra Charge: (edited error here - charge had a "t")

1. Click on Extra Charge at the top

2. Select a Post Date

3. Select a Provider

4. Optional: Select a Category

5. Select Extra Charges

   1. You may only select 1 extra charge that has a visit count associated with it

6. Extra Charges with a visit count will be shown with a TBD icon.

7. Once selected the charge will appear in the table to the right where you can edit:

8. Amount of Units

9. Change the Charge Amount

10. If you want to apply the sales tax

11. Make a note

12. Optional: Add an Expiration Date

13. Optional: Add a note 

14. Click Apply

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C. Applying A UAC Credit As A Payment On An Extra Charge Visit:

1. Click “Dates” under the Enc column.

2. A box will pop up with UAC Transactions, Family Share, UAC Posting.

3. Click on UAC Posting Tab.

4. All balances from the Patient Balance Column will appear.

5. Enter in the amount of money you would like to post to each Visit/Extra Charge.  Your UAC Amount and total Posted Amount will show at the top.

6. Click Adjust UAC and Click Yes to confirm.

7. You will receive a notification that the amount was posted successfully.