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Before executing this option, it is important to understand the Amounts on the encounter co pay screen.

Encounter Co Pay screen has a provision to apportion 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 Patients responsibility and charge it to him (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 bill be Invoiced/billed for $5 ($20 - $15). Theoretically if Amount C was $25 (which is unlikely) then $20 will get adjusted as in first case and $5 will remain as excess coPay collected but Not adjusted. Whats 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 Patients responsibility and charge $75 to him (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 bill be Invoiced/billed for $15 ($75 - $60). Theoretically if Amount D was $100 (which is unlikely) then $75 will get adjusted as in first case and $25 will remain as excess Deductible collected but Not adjusted. Whats to be done with it will become clear in the Remittance > Advance option.

Many a times it is clear that the patient is going to self pay. This can happen because either he does not have an Insurance Or he knows that he has come for some procedure/supplies/items which are definitely not covered by Insurance, so he would pay for it. In such a case only Amount V Visit Amount is specified in Encounter CoPay screen. At the end of the encounter, the Patient will be Billed for necessary amount. It would in all probability be 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 his 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 coPay 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 Unadjusted Amount Amount (A), which can be used in Patient receipt option explained above.

Select a patient. The unutilized balances, against each encounter coPay collected are displayed. User can check the amounts to be transferred to Amount A.