Add a Patient for Medicare Advance Payments and Recoupments

Add a Patient for Medicare Advance Payments and Recoupments

Create a Patient

Example: First Name = Advance; Last Name = Medicare Payment.

  1. Enter Last Name. (Example: Medicare Payment)

  2. Enter First Name. (Example: Advance)

  3. Enter "dummy" DOB.

  4. Choose a Gender.

  5. Enter a "dummy" Address.

  6. Text: Choose Opted Out.

 

  1. Add Primary Insurance.

    • Choose Medicare.

    • Enter a "dummy" policy number.

  1. Appointment Text Reminder: Choose Opt Out.


  1. Choose Hold Statement.

  2. ​Click Save or F2.


    • Related Articles

    • Medicare Advance/Accelerated Payments and Recoupments

      Due to practices being closed during the COVID 19 Pandemic, providers were able to request Accelerated Payments from Medicare in lieu of claims. Repayment begins one year starting from the date the accelerated or advance payment was issued. Medicare ...

    • Setup for Posting Advance Payment, Recoupment, and Adjustment (Table of Contents)

      Contents Medicare Advance Payment: Add Procedure and Adjustment Code Add a Patient for Medicare Advance Payments and Recoupments Create an Encounter for Medicare Advance Payments, Recoupments, and Adjustments

    • Collection Payments

      Collection Agency Setup The Collection Agency should be set up in the Insurance Library. Learn more: Pre-Collection/Collections. Post a Collection Agency Payment Create one receipt for the Collection Agency Payment. Even if it contains multiple ...

    • Add/Register a New Patient

      A new Patient can be registered from: Patient Lookup The Scheduling Dashboard > Patient Registration button The Calendar. The Navigation Search Box (Go-Box) You can determine which fields you want to be mandatory when adding a Patient from Patient ...

    • Create an Encounter for Medicare Advance Payments, Recoupments, and Adjustments

      Create an Encounter Select Post Charge on the Encounter Dashboard. Choose a Facility. If the Payment is provider specific, choose the applicable Provider. If not, any Provider can be chosen. Dx 1: MISC Enter a DOS. Choose the Procedure Code for the ...