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:
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
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)