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There are 2 two different ways to manage pre-pay packages on patient accounts. You can either create an Extra Charge for the package, apply the lump payment up-front & then track the actual visits, or use the UAC option for applying the patient payment & deduct each visit as they take place allowing you to track the visits directly in billing. Both options are outlined below. Image Removed

 Go To: BILLING > PATIENT ACCOUNTING

OPTION 1: PRE-PAY PACKAGE AS AN EXTRA CHARGE:

1. Select Action: Click the dropdown drop-down & select 'Extra Charges'.
2. Under 'Charges' (bottom left) click the dropdown drop-down & choose the Extra Charge.
3. Payable Physician: Click the dropdown drop-down & select the Provider.
4. (Optional) You can add 'Notes' & they will appear in the 'Encounter Details'.
5. (Optional) You may choose to collect the full Patient Payment Amount($) at this time as well
6. Click Save when done.

To Collect The Patient Payment Separately:

1. Select Action: From the dropdown drop-down select 'Patient-Payment'
2. Amount ($): Enter the payment amount (bottom left)
3. Method Of Payment: Select method for how patient is paying paying (for Credit Card Manual enter last 4 digits of card, for Credit Card Open Edge select Entry Mode, or Personal Check enter Check #)
4. Post Payment To Extra Charge: You must connect the payment & enter the amount in the 'Post' box for the Extra Charge it applies to.
5. Click Save (bottom right) when done.

Tracking Pre-Pay Visits Using The Authorizations Counter:
The Authorizations page on a patients profile can be used for unofficial internal tracking of visits. Every time the Provider signs an Exam/SOAP note a visit will be deducted from the total allowed visits. When all visits have been used up, an alert will display indicating that there are no more visits.
Go To: PATIENT PROFILE > INSURANCE > AUTHORIZATIONS

• Authorization Number: You must enter a name/description for the authorization.
• CPT Codes: This area is optional, and you can document the CPT Procedure codes to be used on reports.
• Start/End Date:* Enter a start and end date for how long this authorization will be good for, and/or when it will expire.
• Visits Approved: Enter the number of visits that the patient purchased as part of their pre-paid package.
• You have the option to add notes, such as payment details etc…
• Image Removed Click Save when done.