How to enter a Patient Co-pay Payment

How to enter a Patient Co-pay Payment

Question-

How do you enter a patient co-pay paid at the time of service and give the patient a receipt?

Answer-

Here are the steps for adding a patient co-pay from PracticeAdmin Billing Manager. 

Note- Currently you cannot add a patient co-pay from the PracticeAdmin Scheduling Manager. 

1. From PracticeAdmin Billing Manager in the upper left corner click on Practice Management dropdown list.

2. Go to Accounting, and then click on Patient Payments.

3. A small box will pop up, click New and enter the patient payment details. 

4. Click print receipt on saving if you want to print a receipt for the patient. 

5. Click Enter DOS if the claim has not been entered. If the claim has been entered you can use the Select Claim option. 

6. Select from Posting Option, apply to claim if possible if you want the payment to automatically post to the claim once the claim is entered. Post to claim as unapplied if you want the   payment to post to the claim as an unapplied payment. Post as unapplied-do not post to claim, when you want the payment to post to the patients account to be applied manually later. 

7. Select the reason that most closely matches the unapplied payment reason. In most instances it will be a prepayment. 

8. Make sure to click save when you have completed entering the payment details.

    • Related Articles

    • Enter Patient Co-pay Payment

      Here are the steps for adding a patient copay after you have finished the claim. From the Billing Screen with Practice Management in the upper left corner -Click on Payments > Patient Payments -A small box will pop up, click New and now you can enter ...

    • How do you post a patient pre-payment deposit paid at the time of service in Unapplied?

      ProviderSuite gives users the options to either post pre-collected copays/coinsurance/deductibles to a patient's claim, to a claim as "unapplied" or to the patient's unapplied funds. If you find yourself reversing these pre-collected payments due to ...

    • Self Pay Charge Master

      Note: ProviderSuite defaults to "Self Pay" when no Insurance Plan is present. Since Self Pay Primary Ins Plan already exists in your practice list a Self-pay chargemaster can be created to pull for the assigned fee amounts. The Payer Self Pay will ...

    • Posting Patient Payments in the Payment Application

      From the Billing Manager Today screen, click Payments > Payment Application > Batch > New: Enter the Total Amount of the patient payment- for example, $50 ck#12345 Select Patient- Example Wookie Miller Select the DOS that you want to post to Click ...

    • User Guide - Billing Applet - Patient Payments

      User Guide for the Patient Payments module of the Billing applet