Use Patient Policy Information to Populate Copay Amounts

Overview:

Transfer Items can display insurance benefit information already stored in the patient's insurance record. Use the copay selector to transfer an applicable copay to the patient's invoice.

Before You Begin

Transfer Items must be enabled for these features to work. If it is not already enabled, log in to RevolutionEHR and go to Admin > General > Practice Preferences > Additional Preferences > Accounting. Set Payment by line Item to Optional or Required. This automatically sets Use Item Transfers on Payments to Yes. Select Save at the bottom of the screen to apply your changes.

Instructions

To transfer a copay and review benefit details:

1. Confirm the patient's insurance record contains the benefit information you need.

IMPORTANT NOTE: Copay information is pulled from the Individual Exam/General Benefits Section only

1. Open the appropriate insurance invoice.
2. Click Transfer Items.
3. Select the appropriate transfer reason.
4. For Transfer to Patient, select the appropriate patient invoice.
5. Locate the applicable line item and click the + button in the Transfer column.

1. Select the copay that applies to the service. The selected copay populates the transfer amount for the line item.
2. Review the transfer amount and remaining balance.
3. Click Save.