Pre-Payments

Pre-Payments

This feature is new in Release 4.10. Until you your database gets the release, you will use the existing Pre-Payment process: (Prepayment Setup and Post a Pre-Payment)

If a Patient is paying advance for a Procedure that will be performed at a later date, a Pre-Payment Receipt can be created without affecting the overall Statement amount owed by the Guarantor.

Create a Pre-Payment Receipt

  1. Payment Type: Patient Payment
  • The Pre-Payment option is not available on Insurance Payment or Invoice Payment Type.
  1. Enter the Receipt Information.
  2. In the Payment section, enter the amount of the Copay in the appropriate field.
  • Check, Cash, or Card.
  • Leave the Copay field blank.
  • If the Payment amount appears in the Copay field, delete it.
  1. Select the checkbox for Treat Unapplied Amounts as Pre-Payment.
  2. Enter the Expected DOS (Optional).
  3. Enter Additional Information if applicable.
  • If a Note is entered, it will show on the Payments Dashboard.
  1. Select the Do Not Post checkbox.
  2. Select Save [F2].

Escrow

The money will be held in Escrow, designated as a Pre-Payment.

  • Receipt Dashboard

  • Payments Dashboard

  • Receipt History

  • Patient Dashboard

Post the Pre-Payments in Escrow

When the Procedure is completed, the Pre-Payments can be posted.

  • Each Pre-Payment Receipt will need to be posted to the Encounter where the Procedure Charge has been entered.

Learn More

Create a Patient Receipt

Post a Patient Payment




    • Related Articles

    • Post a Pre-Payment

      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 ...

    • Collection Payments

      Collection Agency Setup The Collection Agency should be set up in the Insurance Library. Learn more: Pre-Collection/Collections. Post a Collection Agency Payment Create one receipt for the Collection Agency Payment. Even if it contains multiple ...

    • Payments, Receipts, and Escrow Overview

      Receipt vs. Payment information The System is an Encounter/Charge based Accounting System. Receipts and Payments are fundamentally different. The Receipt holds the details of the money received, who the Payer is, how much was deposited in the bank. A ...

    • Refund Escrow

      This article does not apply to Integrated Merchant Services Credit Card Payments, which do not have to be Posted to be refunded. Escrow cannot be refunded until the Escrow Receipt is posted in full to an Encounter (unless it is a Credit Card ...

    • Apply Payments from a Receipt with Escrow Amounts

      Apply Payments from a Receipt with Escrow Amounts There are several ways to apply receipts with escrow amounts. Before posting, attach to the original Reference Batch if it is not in a closed period. If the period is closed, create a new Reference ...