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We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Entering a Copay

Version 14.19

Overview

Patient copays and balance payments can be entered on the Add/Edit Appointment window available in the Schedule when the patient has an appointment on the current day. They can also be entered on the Patient Chart.

Entering a Copay from the Calendar

  1. Click the Schedule button located in the Clinical, Practice Management, or Billing tab to open the Schedule.
  2. Select the Calendar radio button, if not already selected.
  3. Locate and double-click the Appointment to open the Add/Edit Appointment window.
  4. Click the PCP Visit button to populate the copay amount (from the patient's Insurance record) in the Payment rcvd field.
  1. Click the + Old Bal button to add the old balance amount displayed to the Payment rcvd field.
  2. Click the - Credits button to subtract existing patient credits from the amount calculated in the Payment rcvd field.
  3. Click the Payment button to open the Patient's Credit Account window.
  4. Proceed to Enter a Credit instructions below. 

Entering a Copay from Patient Tracking 

  1. Click the Schedule button located in the Clinical, Practice Management, or Billing tab to open the Schedule.
  2. Select the Tracking radio button, if not already selected.
  3. Locate and right-click on the Patient's Name.

  1. Select Add/Edit Appointment to open the Add/Edit Appointment window.
  2. Click on the PCP Visit button   to pre-populate the payment received field with the copay as listed on the patient insurance record.
  3. Click the PCP Visit button to populate the copay amount (from the patient's Insurance record) in the Payment rcvd field. 

  1. Click the Payment button to open the Patient's Credit Account window.
  2. Proceed to Enter a Credit instructions below. 

Entering a Copay from the Patient Chart

  1. Click the Patient Chart button located in the Clinical, Practice Management, or Billing tab to open the Patient Chart.
  2. Search for and select the Patient.
  3. Click Credits in the Account section of the Window Navigation Panel.
  4. Click the New Credit button. 
  5. Proceed to Enter a Credit instructions below. 

Entering a Credit

From the Patient's Credit Account window:

  1. Select the Pay method from the drop-down menu. If integrated with Instamed Merchant Services, click here to learn how to enter credits using the swipe device.
  2. If applicable, enter the Check Number in the Check/Ref # field.

  1. Enter the amount of the credit being collected in the Patient Credit Amount field.
  2. Enter the credit details/explanation in the Note field, if appropriate (e.g., payment received from mom).
  3. Select the Provider from the drop-down menu.
  4. Click the Save/Post button at the bottom of the window to save and exit the window.

Version 14.10

Overview

Follow the steps below on how to enter patient payments. Patient payments are posted to the patient account as a patient credit. 

Entering a Copay from the Add/Edit Appointment Window

  1. Click the Schedule button  in the Clinical tab to open the Schedule and Practice Workflow window.
  2. Double-click the Appointment to open the Add/Edit Appointment window.
  3. Click the PCP Visit button to pre-populate the Payment Received field with the copay as listed on the patient insurance record.
  4. Click the Credit Card button  to the right of the payment received field. The Patient's Credit Account window is displayed.

 

  1. Proceed to Enter Credit instructions below. 

Entering a Copay from the Tracking Tab

  1. Right-click on the Patient name.

  1. Select Add/Edit Appointment.
  2. Click the PCP Visit button   to populate the payment received field with the copay as listed on the patient insurance record.
  3. Click the Credit Card button   to the right of the Payment Received field. This opens the Patient's Credit Account. 

  1. Proceed to Enter Credit instructions below.

Enter a Copy from the Patient Account

  1. Click on the Account button to open the Patient Account.
  2. Click the Credits tab   on the leftside of the form.
  3. Click on the +Credit button . 
  4. Proceed to Enter Credit instructions below. 

Once on the Patient Credit Account screen:

  1. Click the Credit button  .  
  2. Select the method of payment from the Pay Method drop-down menu.
  3. Enter the Check Number in the Check/Ref # field, if appropriate.

  1. Enter the Amount of the payment in the Patient Credit Amount field.
  2. Enter the credit details/explanation in the Note field, if appropriate (e.g., payment received from mom).
  3. Once finished, click the Save/Post button at the bottom of the window to save changes and exit.