Copay Details not Entered until after Charge Entry

Use the Post Copay link on the Encounter Dashboard.

In the pop-up window enter the receipt information and post it to this Encounter.

This link only shows if there is no Copay, Patient, or Insurance Payment posted to this Encounter yet.

• Related Articles

• Enter a New Charge (Encounter) Manually

  Before entering Charges, attach to a Reference Batch. Close the Reference Batch when finished reviewing the Charges. If the Reference Batch is left open, the Charges will not batch. Accessing the Post (Add/Modify) Charge Screen Use one of the ways ...

• Charge Management Action Examples

  Add a Legacy ID in HCFA Box 33b for a Secondary Payer Scenario: BCBSTX is Primary and MagnaCare is Secondary. MagnaCare wants a Legacy ID in Box 33b on the HCFA (Paper Claim), but the Primary, BCBSTX, does not require this. Criteria Select ...

• The Apply Copay Pop-up Did Not Display

  The Apply Copay pop-up window displays during charge entry if two conditions are met: The Receipt must be entered with a Copay amount in the Copay field. The Received Date of the Receipt must be the same as the Date of Service. The first line item is ...

• Charge Management Rule Examples

  Alert for Provider Credentialing There is a System delivered Charge Management Rule to display a Validation Warning for Providers who are not yet Credentialed with a Specific Insurance. Use this link for more detailed documentation: Hold Billing for ...

• Charge Management Tag and Worklist Assignment

  Assign a Tag to a Charge Management Rule Access: Libraries > Charge Management Rules When a Tag is assigned to a Charge Management Rule, and the Charge meets the Rule's criteria, the Tag will be auto-assigned to the Encounter. On the Add/Modify ...