cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
bracemom35
Canine III

post a charge to ins

Jump to solution

Is there a way to post an automatic charge for Records to the insurance, but not to the family?  When we put the charge under insurance, It does not charge under insurance.

 

 

0 Kudos
Reply
2 Replies
Community Manager
Community Manager

Re: post a charge to ins

Jump to solution

@prcarter do you know? 

0 Kudos
Reply
Moderator
Moderator

Re: post a charge to ins

Jump to solution

Good day Heather ( @bracemom35 ),

I'm sorry about the delay in response; this went overlooked until recently. 

Editing the "Insurance" amount in Procedure Code Maintenance will not cause a charge to post to the Insurance column on the Charges and Payments screen; it only controls the amount that is used when that procedure code is posted on an insurance claim. By default, all charges entered on the Charges and Payments screen will post for the responsible party, but you can change this during the posting process as shown below. 

First, make sure that the correct responsible party and the correct insurance are selected at the top. 

Next, select the procedure code in question.  In the below screenshot, the procedure code has been defined for a $35.00 charge. The entire amount will go to the patient (responsible party) by default.

Screenshot 1.png

If you want the amount to be charged to the insurance rather than to the responsible party, click in the "Patient" column and type a zero amount in that field, as shown below (you may also type a single zero -- anything that will register a zero amount). 

Screenshot 2.png

After typing the zero amount, press Tab on your keyboard.  The amount will then be transferred to the "Insurance" column:

Screenshot 3.png

When you post the transaction, the amount will be posted to the insurance ledger rather than the responsible party ledger. 

You may also use this same process to post credit card payments for insurance  (posting of insurance checks will, of course, automatically default the amount to the Insurance column). 

If you have any other questions, please let us know!

Regards,

Phil Carter / OrthoTrac Escalations

0 Kudos
Reply