3.5 Pre-Pay Packages

Pre-Pay Packages
There are two different ways to manage pre-pay packages on patient accounts. You can utilize an extra charge or visits. Extra Charges can be used when no ICD or CPT codes need to be shown a receipt.
 
 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:

1. Click on Extra Charge

2. Select a Post Date, Provider and Charge

   1. An extra charge with a visit count will appear with a red asterisk

3. Optional: Add an Expiration Date or note

   1. If you do not want to make a payment now, you can click Apply and stop here

4. Select the checkbox that says “Make a payment on this extra charge”

5. Select Method Of payment, post amount and click apply

6. Optional: Print Receipt or 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

Option 2: CREATE VISITS AND ADJUST THE REMAINDER OFF

• If the patient has a need for a detailed receipt even though you are offering a package price, you can continue to generate charges using CPT Codes and ICD Codes. (See Generating Charges)

• To collect their money you would collect their money as a UAC and each time they come in, apply the amount for each visit onto the Date of Service (See Working with UACs)

• You can then adjust the rest off of the amount (See Working with Adjustments)