Pre-Payments

Pre-Payments

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.
To use Pre-Payments, the System Setting (Admin > System Settings > Payments) PREPAYMENTS must be set to Yes.

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




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