Storing Co- and On-Account Payments for Group Insurance

All procedures for non-work-related appointments should include a COPAY order to collect the copayment. If the patient wants to make a payment on his account, add an ONACCT order to handle it.

The Cash Receipt form should be attached to COPAY or ONACCT orders. Click the icon in the F column of the appropriate order, complete and print the form, and give to the patient as a receipt. The amount of money received will be recorded in the Dollar Amount $ field of the order. If you don't use the form, you can record this manually by scrolling over to the appropriate field on the COPAY or ONACCT order. The Patient Receipts - Orders report will show these payments.