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.




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