Section Overview
In this section we provide an overview for the life cycle of a Self-Pay Patient & cover the following:
- Enter Charges – Where you will create the DOS Encounter charge (The auto-generate feature by-passes this step & the DOS Encounter charge is sent directly to Approve Charges, however all DOS/Encounters can still be edited & managed on this page).
- Approve Charges: This is where charges are approved once they have been created.
- Patient Accounting: Is where you can collect patient self-payments for co-pays etc…
- Adjusting balances & writing off remaining amounts where self-pay incentives have been applied,
- Creating a charge as an Extra Charge when ICD/CPT Codes are not necessary on Self-Pay patient accounts.
The first section will focus on generating charges with ICD/CPT Codes for Self-Pay patients, and the next section will cover generating charges as an Extra Charge.
If you bill both Insured Patients & Self-Pay Patients, you may have a need to show a different billable amount for Insured Patients, versus a Self-Pay Patient where they provide a 'Cash Pay'. If this is the case, you can generate a charge using the fee amounts set as per their fee schedule, & then apply an adjustment at the end when collecting a patient payment to write off any remaining balances.