4.5.1 Pre-Pay Package as a UAC

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:

A. Create The UAC For The Pre-Paid Amount:

1. Select Action: From the dropdown select 'UAC'
2. Amount ($): Enter the payment amount (bottom left)
3. Method Of Payment: Select method for how patient is paying (for Credit Card Manual enter last 4 digits of card, for Credit Card Open Edge select Entry Mode, or Personal Check enter Check #)
4. Payable Physician: Select Provider from dropdown & Save
5. (Optional) You can add 'Notes' & they will appear in the 'Encounter Details'.

B. Charging For Each Individual Visit:

1. Select Action: Click the dropdown & select 'Extra Charges'.
2. Under 'Charges' (bottom left) click the dropdown & choose the Extra Charge.
3. Payable Physician: Click the dropdown & select the Provider.
4. (Optional) You can add 'Notes' & they will appear in the 'Encounter Details'.
5. Click Save when done.

C. Applying A UAC Credit As A Payment On An Extra Charge Visit:

1. Under 'Type' click UAC. A Pop-Up Window will appear, displaying all visits (DOS') where the patient has a balance owing.
2. Under 'Post Amount ($)' click the Show tab & all CPT Code line items will appear.
3. Enter the amount you'd like to post (You can select multiple DOS' to distribute to by clicking each 'Show' tab)
4. Click Adjust UAC when done.

The distributed payments will now show under each DOS/Encounter.