What’s the fastest way to invoice an in-network patient/client with a co-pay?

Here's what you need to do in Luminello to invoice an in-network patient or client with a co-pay.

Add the patient's/client's co-pay information to the "critical info" section

Adding the co-pay details to the patient’s/client’s “Critical Info” section in their profile enables you to easily access this information when composing notes and recording billing info, saving time and streamlining the billing process.

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

Or...

Go to the "Profile" section within a chart, and toggle to "Demographic Info."

Enter the patient's/client's co-pay details in the "Critical Info" section.

Turn on "In-network" for the patient/client

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

Or...

Go to the "Billing" section within a chart.

Toggle to "Settings."

Scroll down to check the "In-network" box.

Bill for the patient's/client's co-pay while the claim is being processed

You can bill the patient/client for the co-pay in advance while the claim is being processed to ensure a timely payment.

Adjust the patient's/client's invoice settings

It is important to adjust the patient's/client's invoice settings so that they can quickly see how much they owe in their portal account.

While on a patient's/client's Billing "Settings" section, check the "Portal: show the balance due from invoices" box, located under "Invoices."

Note: To adjust this setting practice-wide, check out this article.

Enable auto-pay

If you are signed up for credit card processing, you can enable auto-pay for individual patients/clients, or practice-wide.

If you have any questions, please contact us.