Updating the copay amount from patient to transaction ensures that the patient's copay is correctly added to their payment records. This process helps accurately track the copay, ensuring both the healthcare provider and the patient have a clear summary of payments.
Follow the steps below to update the copay amount and include it in the billing process.
Step 1: Login to the Application:
Access the application using your credentials.
Step 2: Navigate to the 'Update Copay Amount From Patient To Transaction' Section:
Go to the specific section where you can update the copay details.
Step 3: Enter the Required Fields:
Fill in the necessary information, such as patient details, and select the start and end date for the update.
Step 4: Save the Updates:
Click on the Save button to confirm the changes.
Note: If no date range is selected, the current copay amount will be updated in all transactions. Selecting a date range will only update transactions within that period.
Step 5: Cancel If Needed:
If you do not want to proceed, click Cancel to close the window without saving any changes.
Step 6: Confirmation Message:
After clicking Save, a success message will appear to confirm that the copay amount has been updated.
Step 7: Impact on Transactions:
Once saved, the updated copay amount will reflect in both the patient and transaction listings.
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