Once in the Scheduler, right-click any appointment to display the Right-Click Appointment Menu. There are several useful options on this menu, but for the purpose of this blog, we will be looking at the Co-Pay option:
This option opens a new window with five methods of payment for the patient: Co-pay, Personal Balance, Co-pay + Personal Balance, Other Amount, and Prepay.
This post will cover the first four options. There will be a post completely dedicated to prepays on a later date.
The first option is the most common in our series on co-pays. When this option is chosen, the Amount field will default from the Account Payors screen in Account Registration. This amount can be changed if it is incorrect or the patient is paying only part of it.
The second option, Personal Balance, includes anything from Personal, pre-collections, and collections. This amount is a sum of the balances of all the qualifying charges, so it cannot be changed here. The idea is that when you ask a patient to pay the co-pay, you can also try to collect any personal balance outstanding. This amount will only include charges which have completed their insurance billing.
The Co-pay + Personal Balance option simply adds the default co-pay amount to the Personal Balance total. Just like the Personal Balance amount, this amount cannot be changed here, and includes only charges which have completed their insurance billing.
The final option is called Other Amount. This option is a little bit more interesting. Any amount entered via this option will first go towards the Co-Pay amount, and then anything remaining will go towards paying off the Personal Balance amount.
Post any questions in the Comment section below and be on the lookout for next week's post on Pre-pays!
Contributor: Kylie McKenzie Soder
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