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Add the ability to apply a payments from the scheduling module instead of just a copay

Add the ability to apply a payment from the scheduling module instead of just a copay

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Myra Randolph shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →


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  • Anonymous commented  ·   ·  Flag as inappropriate

    Just to be clear.. We would like to apply a patient payment upon checking in that patient in the scheduling module. This would apply the entire patient payment to the "unapplied payments" bucket to be distributed by our billing company after Insurance has paid and adjusted.

  • Maegen Phelan commented  ·   ·  Flag as inappropriate

    This is where applying "current due + additional" from the Schedule easily puts the money into the patients Unapplied funds in Accounting so that Billing/Collections Specialist can split the money as needed towards past due balances, open statements, DME charges etc. Our front office staff is focused on collecting, scheduling and building relationships with the patients and the detailed billing steps are handled by our Billing/Collections staff.

  • Anonymous commented  ·   ·  Flag as inappropriate

    ? You can apply any non-standard/non-copay amount as 'current payment + additional payment' and it posts to the pt account.

  • Kelly commented  ·   ·  Flag as inappropriate

    This would be very helpful if one can post "to account only" from Scheduling, instead of the copay or co-ins/ded column. If the front office person doesn't have the security to access Accounting, then they have to post to either the copay column, or the co-ins/ded column. This can actually create a mess on the Accounting side, resulting in a credit on one visit, but then if another visit has a balance, a statement goes out and now the patient is overpaying because the credit wasn't seen prior to the statement being released. Please, please consider the feature to add to Scheduling!

  • kim commented  ·   ·  Flag as inappropriate

    Is there any advances on this issue, my people are entering in the scheduler and that make more work to go and hunt the accounts with zero balance patient statements..................the system should be easier not more work!!

  • Elias commented  ·   ·  Flag as inappropriate

    Once again I've encountered a dozen cases where it would be helpful to enter payments through the scheduler. Requiring the front office staff to open Accounting to accept payment payments assume that you want and are allowing them full access to your AR and the ability to accidentally delete something. The alternative is to allows pull the billing person just to accept patient payment which is not always possible in multiple office setup

  • charan chadha commented  ·   ·  Flag as inappropriate

    Ryan, This is another great idea that makes sense as our office manager can post directly from scheduler instead of leaving scheduler and going into accounting to post payment. This could be a relatively simple fix since financial information is already held within scheduler when checking pt in.

    Charan Chadha
    Bounce Back PT

  • Barb commented  ·   ·  Flag as inappropriate

    I agree, because of huge deductibles, many of our patients are making "payment on account" at each visit based on the appropriate fee schudule. We do not currently use the system to apply payment because we have a billing company, but if it we're more customizable I would consider implementing.

  • Danielle Haggerty, PT commented  ·   ·  Flag as inappropriate

    It would be great if from scheduling we could spilt a payment like you can in quickbooks. That way a payment that is for multiple things could be enterd once and split towards each. $150.00 check $100.00 to statment payment, $25.00 to advance payment on the account and $25.00 to equipment/suply.

  • Tim commented  ·   ·  Flag as inappropriate

    Would like to Include the ability to apply a patient payment to a particular statement from Scheduling as well.

  • Elias commented  ·   ·  Flag as inappropriate

    When patients enter the office with payment in hand we need to accept payment, enter it into TO, and provide a receipt for payment whether it's a copay or from a statement (deductible or co-insurance). This feature should be added and made accessible through security groups as suggested. Currently the options are to accept payment for copays and equipment sales in the scheduling module. Why not all other payments too.

  • David commented  ·   ·  Flag as inappropriate

    But can we be sure that we can turn this feature on and off by security group? (I don't really want my front desk people to be able to do this, but understand that others do want them to be able to do this.)

  • Stephanie commented  ·   ·  Flag as inappropriate

    Yes. Be able to enter in payments that included past, present, and future co-pays...and also deductibles.

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