To accept a co-payment from a patient is very easy to do from the scheduler. Below are instructions and here is a link to a YouTube as well.
Entering a Payment from the Scheduler
From the Scheduler, highlight the patent appointment and double-click on it:
You will then see the option to Enter Payment to the left:
You will then have the option to choose the Deposit Method (Cash, Check, Charge, etc.) and add a check number if appropriate:
Under Payment Code will be the codes that you have set up in your system:
If there is adjustment to be applied, you will choose this field as well:
In this screen you can also change the Provider if you wish:
Once you have done all of the dropdown menus, you will enter the Payment Amount and Today’s Payment to the correct charge or simply save changes after entering the Payment Amount if it is a new co-payment:
You will then close screen twice to return to the scheduler.
Creating a Payment from the Ledger
From the Ledger, if you want to create a quick payment you can click on New Patient Payment/Adj or New Insurance Payment/Adj:
The Patient Payment screen looks like this:
You would then put in the Payment Amount:
You would then Save Changes to the left:
Which will then put an unapplied amount on the upper right-hand part of the screen:
This can be applied at this time or at a later date by the billing department.
If you have questions regarding this functionality of TotalMD, please contact our support or training departments at 800-613-7597 Option 2 for Support or Option 3 for Training. If you would like a printable copy of this article, please contact Training at Option 3.