The pre-paid amount will be collected/applied as a UAC, and an Extra Charge can be applied for each individual visit as the patient comes in to treat.
OPTION 2: PRE-PAY PACKAGE AS A UAC:
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| You will need to first create the Extra Charge for a Pre-Pay Package & you can then use this charge & apply it on any patient account. See Section 1.4 Extra Charges for more info on creating/managing Extra Charges. |
A. Create The UAC For The Pre-Paid Amount:
- Select Action: From the dropdown select 'UAC'
- Amount ($): Enter the payment amount (bottom left)
- Method Of Payment: Select method for how patient is paying paying (for Credit Card Manual enter last 4 digits of card, for Credit Card Open Edge select Entry Mode, or Personal Check enter Check #)
- Payable Physician: Select Provider from dropdown & Save
- (Optional) You can add 'Notes' & they will appear in the 'Encounter Details'.
B. Charging For Each Individual Visit:
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- Under 'Type' click UAC. A Pop-Up Window will appear, displaying all visits (DOS') where the patient has a balance owing.
- Under 'Post Amount ($)' click the Show tab & all CPT Code line items will appear.
- Enter the amount you'd like to post (You can select multiple DOS' to distribute to by clicking each 'Show' tab)
- Click Adjust UAC when done.
Once a UAC has been fully applied & used up, it will no longer appear as a UAC. The distributed payments will now show under each DOS/Encounter.
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