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Service Money Information

Service Money Information

 

See Also:

General tab

Notes tab

Claims tab

 

The Money tab is where you enter most of the financial information for a service. The sole exception is the service charge entered on the General tab for box 24f.

 

 

 

Total Amount Charged

The charge is entered on the General tab under box 24f. It is displayed here so that the screen shows a complete financial picture of the service.

 

[Adjustments List] button

A service can have one or more adjustments which increase or, more often, decrease the net amount of the service charge. The field to the right of the button will show the total of all adjustments entered.

 

Adjusted Total Charge

This is the total charge remaining after adding the adjustments. The adjusted charge can then be broken into two parts: the amount charged to the patient and the amount due from insurance.

 

Charge to Patient Balance

Enter the patient's portion of the debt. When you do, the insurance portion will be calculated automatically. The patient amount is treated as immediately "paid" because it was charged to the patient's overall account balance. If you have entered a copayment amount in the patient record, it will be the default patient charge on new services. If there is no copayment, a practice option determines whether the service fee defaults to 100% to the patient or 100% to insurance. Naturally, this only sets the initial amounts on a service and you can change them to your heart's content.

 

Expected from Insurance

If you enter an amount "owed" by insurance, the patient portion will be calculated automatically.

 

Insurance Paid Amount

This display field shows you how much insurance has already paid toward this service.

 

Insurance Write-Off

Enter the portion of the amount expected from insurance that you are writing off. This behaves like an adjustment and is most often used to indicate an amount that a provider is contractually obligated to write-off and cannot be charged to the patient.

 

Insurance Balance Due

This is the amount remaining unpaid and unadjusted on the service.

 

[Move Balance to...] button

If a nonzero amount is showing in the Insurance Balance Due, pressing this button will let you move the balance to your choice of the patient amount due or to the insurance write-off. Either choice will make the insurance balance zero.

 

The insurance payment details list on the right is just that, a list of all insurance payments applied to this service. You can only view the payments here, you cannot add, edit, or delete them on this screen.

 

 

See Also:

General tab

Notes tab

Claims tab