Pre-Payments
If a Patient is paying in 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
- Payment Type: Patient Payment
- The Pre-Payment option is not available on Insurance Payment or Invoice Payment Type.
- Enter the Receipt Information.
- 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.
- Select the Pre-Payments checkbox.
- Enter the Expected DOS (Optional).
- Enter Additional Information if applicable.
- If a Note is entered, it will show on the Payments Dashboard.
- Select the Do Not Post checkbox.
- 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.