- CoPay - Amount C
- Deductible - Amount D
- Visit Charges - Amount V
- Advance - Amount A
Amount C is the copay amount which is taken over the counter from the patient. If the remittance specified a Copay of $20, then it is to be charged to the patient. However, if an amount of $20 was already collected as Amount C, then the net amount to be charged to the patient will be $0, as such an invoice/bill will NOT be raised. However, if the Amount C was only $15, then the patient will be invoiced/billed for $5 ($20 - $15). Theoretically, if Amount C was $25 (which is unlikely), then $20 will get adjusted as in the first case, and $5 will remain as excess Copay and will be moved to the Advance bucket.
Amount D is used to square off the Deductible + Not Covered Amount specified in the Remittance fields. If the remittance specified a Deductible of $50 and Not Covered amount of $25, then the program will charge $75 to the patient (Invoice / Bill). However, if an amount of $75 was collected as Amount D, then the net amount to be charged to the patient will be $0, as such an invoice/bill will NOT be raised. However, if the Amount D was only $60, then the patient will be invoiced/billed for $15 ($75 - $60). Theoretically, if Amount D was $100 (which is unlikely), then $75 will get adjusted as in the first case, and $25 will remain as excess Deductible collected but not adjusted. What's to be done with it will become clear in the Remittance → Advance option.
Many times, it is clear that the patient is going to self-pay. This can happen because either they do not have insurance or they know that they have come for some procedure/supplies/items which are definitely not covered by insurance, so they would pay for them. In such a case, only the Amount V (Visit Amount) is specified on the Encounter Copay screen. At the end of the encounter, the patient will be billed the necessary amount. It would, in all probability, be the same as the amount collected, in which case the patient is not billed. For excess or short collection, the treatment is identical to that explained earlier.
Lastly, Amount A is the Advance/Adhoc Amount collected at the front desk against a patient's previous bills. If the patient wants to provide an extra amount for future services, then the amount can be collected as Amount A.
When a patient registers at a clinic, along with their personal details, their insurance details are also captured. This screen (which is also invoked as a popup on some other screens) provides the ability to accept the co-payment made by a patient and print a receipt.
Preview icon or 
Preview button: Click this icon/button to invoke the Copay Receipt For (Patient Name) popup. You can print or email the Copay Receipt to the patient from this popup. 
Print icon: Click this icon to print the Patient Receipt.
Email icon: Click this icon to email the Patient Receipt.
History icon or 
History button: Click the History icon/button to view the copay history details on the Copay History popup.
Properties: This button is exclusively visible to users with read access to the Properties Master screen. Access to this button is strategically granted to enhance user functionality. Clicking the Properties button triggers a popup, presenting a list of properties from the
Properties
Master screen in PrognoCIS that cater to
Copay Receipts.
Patient Name: Displays the patient's name in a grayed-out manner that cannot be edited. The
Patient Billing Notes icon displayed next to the Patient Name field can be used to add, display, print, or delete Patient Billing Notes.
Date: Displays the encounter date in a grayed-out manner that cannot be edited.
Insurance Company: Displays the primary insurance name, depending on which insurance has been assigned to the Appointment/Encounter/Claim of the selected DOS. The dropdown displays all active insurances in the following sequence: Default Primary, Default Secondary, Default Tertiary, and the rest are listed according to the defined type as Primary, Secondary, Tertiary, and then Accident insurances.
Subscriber ID: The Subscriber ID present on the Patient Insurance screen is displayed here. If the Subscriber ID is not mentioned, this field remains blank.
Subscriber Name: Displays the name of the subscriber. This could be either the patient themselves, a relative of the patient, or a legal guardian.
Relation: Displays the relation of the subscriber to the patient.
Plan: Displays the plan name of the purchased insurance if provided on the Patient Insurance card.
Pat OS: Displays the remaining balance for previous services rendered so that the front desk person can ask for the outstanding amount for previous services. If the Patient Outstanding (Pat OS) amount is zero or negative, then it is displayed in green. If the Patient Outstanding (Pat OS) amount is positive, then it is displayed in red.
Copay Collectable: Displays the Copay Collectable entered on the Patient Insurance screen. This field displays the keyword Copay: followed by the text, amount, and percentage value. It also displays the amount and text entered in the Deductible field with the prefix Ded:.
Non-Posted Rcpt: Displays the non-posted amount on the receipt. The amount is displayed in a bold red font. If the patient has a non-posted receipt amount, then the Non-Posted Rcpt label is hyperlinked. Upon clicking the hyperlink, the Non-Posted Receipts popup is invoked, which displays details such as the Date, Receipt No., Received From, and Amount of the non-posted receipts.
Post Date: Shows the Receipt Post Date. This field is set to today's date by default.
Batch No: The Batch Number field is governed by the property billing.use.receipt.batchno. When the property is turned 'On', then no entry can be saved without a Receipt Batch Number. All the receipts are automatically assigned to the first created open Receipt Batch Number. If the property is 'Off', then the Batch No field remains disabled or grayed out.
Info button: Click the Info button to invoke the Copay Collection popup. Data for copay collection, such as Location, Business Unit, Rendering Provider, and Attending Provider, can be selected in this popup.
Co-Payment: Co-Payment conditions are displayed depending on the insurance company selected from the dropdown.
Total Charges: This is the total copay collection. The amount entered in this field will be reflected as the Total Amount collected after the patient checks out from the clinic. This field, along with the SuperBill hyperlink, is displayed only when the property copay.hide.total.charges is turned Off.
SuperBill: This hyperlink is displayed only when the property copay.hide.total.charges is turned Off. Click this hyperlink to invoke the SuperBill Summary popup, which displays the amount that will be sent to the insurance company.
Payment Amount: Users can make payments by cash, check, or credit card. Selecting Check or Card enables the corresponding fields for Check No., Bank, Validity Thru, and Card Type so details can be entered.
- Check:
Click the Show Details for Bank
icon and enter check details in the Bank and Check Number fields. - Cash: Select this option if the amount is collected upfront for the Patient Receipt.
- Card: Enter the payment amount to be made by card.
Click the icon and select a card type from the Card Type dropdown,
enter the cardholder's name in the Card Holder field, and enter your card number in the Card Number field.
To make your payment through credit card, click the Credit Card button.
- Other Pay:
Click the Other Pay icon to display the Other Payment Type dropdown and the Reference Number field.
Select a payment mode from the Other Payment Type dropdown.
The options available in this dropdown are Other, PAYPAL, HEALTHCARD, NETBANKING, CARECREDIT,
EWALLET, EFT, and ATH MOVIL.
These dropdown options are governed by the property other.pay.modes.
If the property era.patreceipt.paymodes is left blank, then the options displayed by default in the Other Payment Type dropdown are
Other, Paypal, NetBanking, PhonePay, and HealthCard.
In the Reference Number field, enter the transaction reference number.
This field supports alphanumeric values and special characters, and has a maximum character limit of 30.
Notes:
- If the user tries to make half of the payment through Check and the other half through Other Pay, then a message: Can not accept Check/Card amount with Other Pay amount is displayed.
- If the user tries to make half of the payment through Credit Card and the other half through Other Pay, then a message: Can not accept Check/Card amount with Other Pay amount is displayed.
- If the user tries to make half of the payment through Check and Credit Card and the other half through Other Pay, then a message: Can not accept Check/Card amount with Other Pay amount is displayed.
Payment Fail Transaction Popup icon: The Payment Fail Transaction Popup icon appears next to the Credit button if:
- You have the onlinePaymentStatusUpdate role or are an Admin (SA).
- The system property prognocis.payment.gateway.interface is set to "F".
- The payment transaction has failed.
Online Payment Track Status: The Online Payment Track Status icon appears next to the Credit button if:
- You have the onlinePaymentStatusUpdate role or are an Admin (SA).
- The system property prognocis.payment.gateway.interface is set to "F".
Apportion To: The payment amount may be divided under any or all heads for CoPay, Deductible, Visit/Self Pay, or Advance.
Remarks: Enter remarks, if any, or select remarks from the Insert Phrases
or 
icon.
SAVE or 
Save button:
Click this button to save the changes made on the screen.
DELETE or Delete 
button:
Click this button to delete the copayment.
Reset button: Click this button to reset the changes carried out on the screen.
CLOSE button:
Click this button to close the Patient Payments popup.