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Before executing this option, it is important to understand the amounts on the Encounter Co Pay Screen.

The Encounter Co Pay Screen has a provision to apportion the collected amount to:
CoPay - Amount C
Deductible - Amount D
Visit Charges - Amount V
Advance - Amount A

It is important to understand these fields and their implications. Since the same names appear in the Encounter Co Pay Screen for Apportionment and also in the Remittance Screen, it would be confusing. So, the Co Pay Screen amounts for Apportionment have been named as Amount C, D, V, and A above.

The Amount C is used to square off the CoPay Amount specified in the Remittance CoPay Field. If the remittance specified a CoPay of $20, then the program will take this to be the patient's responsibility and charge it to them (invoice/bill). However, if an amount of $20 was 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 collected but not adjusted. What's to be done with it will become clear in the Remittance > Advance Option.

The 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 $25, then the program will take this to be the patient's responsibility and charge $75 to them (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 it. In such a case, only Amount V Visit Amount is specified in the Encounter Co Pay Screen. At the end of the encounter, the patient will be billed for 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 their previous bills. The Receipt Option matches the receipt amount against each Charge Line Item. The front office does not have the time to do that, so they can best collect it under this head.

As explained for Encounter Co Pay Amount C, D, V, and A, the unadjusted amounts remaining under the CoPay, Deductible, and Visit Amount heads remain unused. This option allows the user to transfer all such amounts to the Unadjusted Amount (A), which can be used in the Patient Receipt Option explained above.

Select a patient. The unutilized balances against each Encounter Co Pay collected are displayed. The user can check the amounts to be transferred to Amount A.