Tips and Tricks

Posting Copay at time of Checking In

Would you like to know at-a-glance if a client owes a copay and be able to post a payment from the Check-in-Check-out screen or from the Daily View?

It is easy to do and just takes a few steps to set up and activate.

To activate the new Co-Pay Collection tool in the Appointments Module, open the Appointment Setup window (Appt > Setup > General Setup from the main menu).

The new Collect Co-Pay section is in the bottom right corner.

• Enable the collect copay window by placing a check mark on the box
• Select the Default Patient payment to use
• Pick where you want the co-pay window to open from the drop down box
  
• Select where you want the Co-Pay image to show
  

Once this is setup you will have a new right-click menu options in the Appointment Schedule views and in the Check-In/Check-Out Module. Directly from both views, you can access to Collect Co-Pay.

There will be a “GREEN” Money Bag showing that a client has a co-pay (as long as it is in the plan in the plan set tab). Once Collect Co-pay option is selected, you can continue to post co-pay by using the default payment, enter a new payment code, or click on the credit card pay icon and process the payment.

Once you pick Collect Co-Pay from the dropdown box and post the co-pay, the green bag will turn “YELLOW” (payment has been posted) as seen below.

Using System Unfiled

Find misfiled item>right click>select Move to system unfiled.

From the Document Manager on the Desktop or in the Chart, Go to the top left sheet of paper>Open>Open System Unfiled>Click unfilter (top left). You should now see the item(s) below.

Select the proper document. At the top select account (if going into a patient’s file) search for patient. Select folder on right that you would like document saved to. From top right click Add as Doc.