Pre-Pay Packages
There are two different ways to manage pre-pay packages on patient accounts.
Go To: BILLING > PATIENT ACCOUNTING > Patient Accounts
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. You can also assign a visit counter to the extra charge in the utilities as well. See Section Extra Charge Utility for more info on creating/managing Extra Charges.
OPTION 1: PRE-PAY PACKAGE AS AN EXTRA CHARGE WITH PAYMENT:
Click on Extra Charge
Select a Post Date, Provider and Charge
An extra charge with a visit count will appear with a red asterisk
Optional: Add an Expiration Date or note
If you do not want to make a payment now, you can click Apply and stop here
Select the checkbox that says “Make a payment on this extra charge”
Select Method Of payment, post amount and click apply
Optional: Print Receipt or Email Receipt
To Collect The Patient Payment Separately:
Select Patient Payment
Enter in Post Date, Provider, Payment Amount, Method of Payment
Optional: Select an adjustment amount
Click on Check Box of Prepay Package Extra Charge
Post Payment Amount and adjustment amount if applying
Click Make Payment
Optional: Print/Email receipt
Tracking Pre-Pay Visits In Billing:
Each time the patient comes in you can click on ፧ in the far right hand column and click deduct visit. The counter will keep counting down and dates deducted will appear in Encounter Details
Hover over the counter to display the expiration date