Each patient has an account that you can manage here in Patient Accounting. The majority of billing transactions involving patient accounts/payments can be managed on this page. For the purpose of this section, we will focus on collecting Self-Pay (Cash) Patient payments.
Patient Accounting – Collecting Patient Payment For A DOS Encounter (Using ICD/CPT Codes)
Go To: BILLING > PATIENT ACCOUNTING
Patient Name: Click Search to search patient by name.
A. TO POST A PATIENT PAYMENT DIRECTLY TO AN EXISTING DOS:
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B. POSTING A PATIENT PAYMENT AS A UAC (UNAPPLIED CREDIT)
You can also collect a patient payment even when a DOS/Encounter has not been created yet. Collecting a patient payment as a UAC will appear as a credit on their account, and once a DOS/Encounter is then created you can link the UAC & apply it directly to the DOS/Encounter.
To Post A Patient Payment As A UAC (Unapplied Credit):
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Once a DOS/Encounter is generated & approved, it will appear in Patient Accounting & you can then apply the UAC & attach it directly to any DOS.
Go to Enter Charges to quickly create a DOS/Encounter (be sure to check the 'Co-Pay' box) then to Approve Charges to approve the charge & come back to Patient Accounting to demonstrate the next step.
Applying A UAC Credit To A Patient Visit W/Balance Owing:
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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.
To View Encounter Details:
• Under 'Enc. Date' click on the DOS MM/DD/YYYY & you can view all encounter details.
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