Pre-Payment Setup

Pre-Payment Setup


Pre-Payment Setup

This workflow is for groups who choose to leave Pre-Payments in escrow as unposted. Example:

  • Surgical Procedure will be performed where the Patient has all or partial responsibility.
  • The office expects a Pre-Payment before the surgery that will be the Patient's Responsibility.


Create a CPT® Code in the Procedure Codes Library

  1. CPT®: PREPAY
  2. Description: PRE-PAYMENT
  3. Billable: Patient Only
  4. Allow Future DOS: Select the checkbox.
  5. Select Save [F2].

    

Create a Charge Template

  1. Template Name: PRE-PAYMENT
  2. Dx1: MISC
  3. CPT®: PREPAY
  4. Fee: 0.00
  5. Press Tab until the new Charge Template appears under Procedure Lines. If you do not tab through the fields, the Charge template will Save but the Procedure Line will not Save.
  6. Select Save [F2].


Create a Charge Management Rule

Create a Charge Management Rule to save the Pre-Payment Charge as Incomplete until the actual Charge is entered.


  1. From Libraries on the Left Side Menu, select the Charge Management button.

  1. Select the Add button.

  1. Enter a Description: PrePay Save as Incomplete.
  2. Charge Entry Validation: Select Error - Save as Incomplete.
  3. Batch Validation: Select the checkbox.
  4. Validation Message: Prepay Charge - Save as Incomplete.

  1. Select the Add Criteria Parameter link.
  2. Find the Procedure section.
  3. Select the checkbox for CPT® - ID.

  1. Select EQUALS from the Procedure - CPT® - ID dropdown.
  2. Select or enter PREPAY in the next field.
  3. Select Save [F2].


Use a Worklist or Tags

To keep track of the Pre-Payments, you can use a Worklist or use a Tag on the Incomplete popup on the Charge Entry screen.


Create a Worklist for Pre-Payments

  1. Enter WK in the Navigation Search box.
  2. Select the Add button.

  1. Type: Select Encounter.
  2. Description: Enter PRE-PAYMENT.
  3. Abbreviation: Enter an Abbreviation.
  4. Select Save [F2].


Create a Tag for Pre-Payments

  1. In the Tag Library, select the Add New Tag button.

  1. Enter a Label.
  2. Select a Worklist Assignment, if applicable.
  3. Enter a Description.
  4. Choose a Background Color.
  5. Select the checkbox for Use as Incomplete Reason.
  6. Select Save [F2].


Learn More

Post a Pre-Payment

Global Days

Add NDC Numbers (National Drug Code)


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




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