Capitation, Bonus, and Incentive Posting

Capitation, Bonus, and Incentive Posting


Capitation, Bonus, and Incentive Posting


Create a Capitation Account

  1. Register a Miscellaneous Patient. 
  2. Make the name recognizable (such as Bonus, or Incentive, Misc).
  3. Add an address, such as the office address.
  4. Balance Notifications: Opt Out of Paperless, Email, and Text.
  5. Statement: Hold Statement.


Add an Insurance Profile

Add the Insurance to the Encounter that is paying the Incentive/Bonus.


Create a Custom Transaction Code

  1. From Admin, select Transaction Codes.
  2. Example: CAP Debit Transaction Code:  CAPDBT.
  3. Type: Debit
  4. Group: IC
  5. Responsibility: All Insurance 
  6. Go to the Patient Dashboard of the Capitation/Incentive/Bonus Patient Account.


Post a Zero Charge

  1. On the Incentive Patient Dashboard, select Post Charge.
  2. Use MISC for Dx.
  3. Use MISC for CPT.
  4. Enter 0.00 for the Amount.
  5. Choose Proceed to Encounter
  6. Select Save.
  7. Take note of the Encounter number.

OR

Use a Charge Template

See Charge Templates to Learn More.


Create a Receipt 

  • On the Incentive Encounter Dashboard, select Post Payment. (If you do not see the Encounter on the Patient Dashboard, select the checkbox for Include Zero-Balance Encounters.)
  • Payment Type: Insurance.
  • Complete the Receipt.
  • Select the Do Not Post button.
  • If you forget to select Do Not Post, select Cancel to get back to the receipt.
  • Select Save.

  • Select the Post [Expert Mode] button.
  • The Patient ID will auto-display if you were on the Encounter or Patient Dashboard. Tab out of the Patient field.
  • Choose the Encounter line number In the list.
  • Add Transactions:
  • Transaction Code: Enter IP.
  • Amount: Enter the Amount of the check.
  • Tab.
  • Transaction Code: Enter CAPDBT (or whatever you named your CAP Debit Transaction Code). This transaction is to write off the credit balance to zero out the Encounter.
  • Amount: Enter the Amount.
  • Tab.
  • Select Save as Unbalanced.
  • Select Save.


Capitation Mass Write-Offs

If there is a balance on the Patient's Encounter(s) where Capitation was paid, it will need to written off.

  • The Mass Write-Off feature can be used to expedite the Encounter write-offs.
  • Balance Type: Insurance
  • Write-Off By: Encounter
  • DOS From and To: Enter the Date of Service From and To.
  • Insurance: Select the Insurance from which the Capitation Payment was received.
  • Select Individual Encounters checkbox if you want to individually select them.


Bonuses and Incentives

Bonuses and Incentives can be posted the same way, but without the Mass Write-Off.





      • Related Articles

      • Charge/Claim FAQs

        Charge/Claim FAQs Attachments How do I indicate there is attached paperwork? Attending What is an Attending Physician? An Attending Physician is the one who is responsible for the overall care of a Patient in a hospital or clinical setting. When is ...

      • ERA Posting Overview

        ERA Access on the Payment Dashboard All Loaded ERAs are viewable from the Payment Dashboard in the Electronic Remittance Advice - Loaded panel. From this screen, you can navigate to the ERA File Dashboard or the ERA Remit Items screen by selecting ...

      • Claim-level Posting

        Encounters that are paid at the claim level can be posted as they are paid. These are Encounters with no line-level adjudication breakdown. The System will distribute the money automatically across the Procedure Lines. Create a Receipt or connect to ...

      • Undo a Posted Payment or an Adjustment

        Undo a Posted Payment or an Adjustment The System has an Undo Posting feature on the Encounter Dashboard where you can manage incorrectly posted Payments and Adjustments. Undo can be used to correct the posting on a Receipt. Example: A payment was ...

      • Create an Insurance Receipt

        Payment Posting can be accessed from several places using one receipt to post an entire check amount to multiple Encounters. Create an Insurance Receipt Create the Receipt using one of the following methods: Type 'nr' in the Navigation Box or Select ...