How do I Allocate the Right Amount to Bill the Insurance?
By default all items on an invoice are billed to an insurance. If there is a Co-Pay or a Discount you will need to update the invoice before it is posted. Discounts are applied to invoices before posting them. If you need to apply a discount to an item after an invoice is posted, return the item and add it again with the discount.
1. Open the Invoice (Note: It must be in an open/draft status)
Patient Tab > Summary tab > Scroll to the bottom to locate Invoices
2. Click Invoice number to open
3. Click in any of the fields to update
Notice once you enter a co-pay, the Insurance Responsibility as well as the Patient Responsibility are updated automatically. NOTE: If you update the Insurance Responsibility, the difference is added to Patient Responsibility. You may adjust it off or discount it, but unless you do either, the patient is responsible for that amount.
