Capitation, Bonus, and Incentive Posting
Create a Capitation Account
- Register a Miscellaneous Patient.
- Make the name recognizable (such as Bonus, or Incentive, Misc).
- Add an address, such as the office address.
- Balance Notifications: Opt Out of Paperless, Email, and Text.
- Statement: Hold Statement.
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Add an Insurance Profile
Add the Insurance to the Encounter that is paying the Incentive/Bonus.
Create a Custom Transaction Code
- From Admin, select Transaction Codes.
- Example: CAP Debit Transaction Code: CAPDBT.
- Type: Debit
- Group: IC
- Responsibility: All Insurance
- Go to the Patient Dashboard of the Capitation/Incentive/Bonus Patient Account.
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Post a Zero Charge
- On the Incentive Patient Dashboard, select Post Charge.
- Use MISC for Dx.
- Use MISC for CPT.
- Enter 0.00 for the Amount.
- Choose Proceed to Encounter
- Select Save.
- Take note of the Encounter number.
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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.
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- 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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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.
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Bonuses and Incentives
Bonuses and Incentives can be posted the same way, but without the Mass Write-Off.