Post a Pre-Payment to an Incomplete Charge
This workflow is for groups who choose not to leave Receipts in Escrow for prepaid services.
- This process works well for paying Providers before services are rendered.
Create an Incomplete Charge
- On the Post Charge screen, select Self-Pay from the Insurance dropdown list.

- In the Claim panel, select the Pre-Payment Charge Template using the Lookup icon
on the Template field. - In the DOS popup window, enter the Date of Service.
- Select Save [F2]. The Dx and Procedure will auto-populate from the Charge Template.

- Use the Copay button to enter a Receipt.
- Other Receipts can be added later by using Post Payment on the Patient Dashboard.

- Enter the Receipt information into the Post Copay popup window.
- If you are processing a Credit Card outside of the System, do not check the Process Electronically checkbox.
- Select Save [F2].

- Under the Procedures panel, select Payments to post the Payment from the Receipt.
- Enter the Payment Amount.
- Select the Submit button.
- From the Charge Type dropdown, select Incomplete.
- Select Save [F2].
- On the Incomplete Reason pop-up window, enter Prepay for the Incomplete Reason.
- Select Save [F2].

Post a Pre-Payment to the Actual Pre-Paid Service
When the actual Charge is entered or received from your EHR, reverse the Incomplete Charge and move the Receipt(s) to the new Encounter.
- From the Encounter Dashboard, select Reverse. This puts the money in Escrow to reapply to the new charge.

- On the Charge Reversal window, select Reverse for Deletion from the Method dropdown list.
- Add a Note such as Prepay to be applied.
- Select the checkboxes underneath I Understand.
- Take note of the Receipt number(s).
- Select Save [F2].

After the actual Charge is entered or completed from an Incomplete Charge from the EHR, proceed to the new Encounter.
- Select the Receipts link.

- Choose the applicable Prepay Receipt in Escrow

- Select the Post button.

- Show: All Services
- While holding the Ctrl key, select the checkbox on the Encounter to apply the Receipt in Escrow.
- Select Save [F2].

Repeat the steps above until all Prepay Receipts have been posted.
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