Enter Charge and Post Copay and Payment for Dispensed Goods

Enter Charge and Post Copay and Payment for Dispensed Goods

A Charge can be entered for Products sold in the Office.
  1. A CPT® code for the Product must be set up in the Procedure Code Library.
  2. If you collect Sales Tax, see how to set this up in the Procedure Code Library.

Add Charge, Copay, and Payment for Dispensed Items

  1. On the Appointment Screen, select the Enter Charge Link.


  1. Insurance: Self Pay

  2. DX1: Misc

  3. Enter the CPT.

  4. Edit the Fee if necessary and tab through the fields until the Line Item appears in the window below. Enter next CPT if applicable and follow the steps above.

  5. Select the Copay button.

  1. Enter the full amount in the Check, Cash, or Credit Card field. (Copay and Dispensed Goods Payment).

  2. POS: Choose Yes.

  3. Enter only the Copay amount in the Copay field.

    • If there is no Copay collected, enter the same amount that was entered in the Check, Cash, or Credit Card field.

  4. Enter the Details of Payment in the Note field.

  5. Click Save [F2].


  1. Validation Warning: Click Save and Continue.

  1. Select the Payments button.

  2. Enter the Payments on each Line Item. (The Copay amount will not post because there are no Insurance Line Items.)

  3. Next Action: Select Proceed to Patient.

  4. Click Save [F2].

  5. Validation Warning: Click Save & Continue.

    

  1. On the Patient Dashboard, select Patient Ledger. (Patient Ledger for Walk-Out Receipt should already be Saved. See Setup below.)

  1. In Saved Report Filters, choose the Patient Walk-Out Receipt.

  2. Click Run [F2].

  1. Print the Ledger.

Add Charge and Payment for Dispensed Items without an Appointment

Example: Contacts

  1. On the Patient Dashboard, select Post Charge.

  2. Insurance: Choose Self Pay.

  3. Facility: Choose Facility.

  4. Rendering: Choose the Rendering Provider.

  5. DX1: Misc

  6. Enter Date of Service.

  7. Enter the CPT.

  8. Edit the Fee if necessary and tab through the fields until the Line Item appears in the window below. Enter the next CPT if applicable and follow the steps above.

  9. Select the Copay button.

  1. Enter the full amount in the Check, Cash, or Credit Card field. (Copay and Dispensed Goods Payment).

  2. Enter the same amount in the Copay field that was entered in the Check, Cash, or Credit Card field.

  3. Enter the Reference/Check Info.

  4. POS: Choose Yes.

  5. Enter the Details of Payment in the Note field.

  6. Click Save [F2].

  1. Validation Warning: Click Save and Continue.

  1. Select the Payments button.

  2. Enter the Payments on each Line Item. (The Copay amount will not post because there are no Insurance Line Items.)

  3. Next Action: Select Proceed to Patient.

  4. Click Save [F2].

  5. Validation Warning: Click Save & Continue.

  1. On the Patient Dashboard, select Patient Ledger. (Patient Ledger for Walk-Out Receipt should already be Saved. See Setup below.)

  1. In Saved Report Filters, choose the Patient Walk-Out Receipt.

  2. Click Run [F2].

  1. Print the Ledger.

 

Patient Ledger Setup for Walk-Out Receipt

  1. On the Patient Dashboard, select Patient Ledger.

  1. Date Span: Select Today.

  2. Select the Options to display on the Walk-Out Receipt.

  3. Click Save as New in the Saved Report Filters panel.

  4. Enter the Name of the Walk-Out Receipt.

  5. Click Save [F2].

 

Other Insurance charges can be added to this same Encounter. The Line Items marked as Patient Only will not be sent to the Payer.

Learn More


CPT® copyright 2019 American Medical Association. All rights reserved.

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