How do I bill a patient/client for the co-pay, co-insurance or deductible while the claim is still being processed?

To anticipate the patient's responsibility while waiting for the claim to process, you may include an "estimated insurance payment" in the billing section. This will update the balance to reflect the projected amount that the patient will need to pay.

1. You can use the ''Shortcuts'' menu by selecting the chart and clicking on ''View billing'' from the ''Go to'' dropdown. 

Or...

1. Go to the "Billing" section within a chart, and toggle to "All Transactions."

2. Click on ''Add transaction."

3. Choose "Estimated insurance payment" from the "Payment" drop-down.

4. Enter the estimated payment amount.

5. Add a comment under "Payment comment," like "Subject to change."

When the claim has been paid by the insurance, the payment and any adjustments will automatically post to your account from Apex. At this point, you can delete the estimated payment transaction and the remainder will be the new balance due.

If you have any questions, please contact us.