Before you begin
To make a Pre-Service payment, ensure that the person or patient has an encounter and/or an account or chart for the encounter.
- In the Estimated Cost section on the Estimate Patient Cost window, select an option from Patient Agrees to Pay.
- Min Amt: Displays the minimum amount a patient can pay.
- Total Pat Est Amt: Displays the total estimated amount a patient can pay.
- Other Amt: Allows you to enter an amount that the patient can pay other than the minimum or the total estimated amount.
- Select Make Payment.
- If an active batch is set, the Payment Entry window opens.
- If an active batch is not set, a message prompts you to set an active batch.
- To set an active batch, select Yes on the message.
The Batch Posting window opens displaying a list of batches.
You can select an existing batch or create a new batch for the current login session.
- Close the Batch Posting window.
The transactions (payments, adjustments, and refunds) posted during the current login session use the selected active batch.
The
Payment Entry window opens.
The application fills in the following columns of the
Payment Entry window automatically.
- Cost Estimate ID
- Source/Acct
- Patient/MRN
- Enc/Clm#
- Payer
- Pay Amt
- Pay Code
- To create an unapplied amount, select Save.
A message prompts you to select an encounter or account as a source to apply the amount.
- Based on the source of the transaction, do one of the following:
- To apply the amount on an encounter, select Encounter.
- To apply the amount on an account, select Account.
- To cancel the payment of the selected patient, select Cancel.
The
Cancel button clears all fields on the
Payment Entry window.
You can select a new patient to make a different transaction.
- To delete a transaction from the batch, select Delete.
- To clear the transaction information from the Payment Entry window, select Clear.
- Close the Payment Entry window to go back to the Estimate Patient Cost window.
The
Patient Paid Amt field in the
Estimated Cost section displays the applied amount, and a new row appears in the
History section that displays an unposted transaction.
The Patient Paid Amount column in the History section displays the unposted amounts in grey color. The amounts appear in black when they are posted.
