How can I send an invoice for all the copay sessions for a given month to my patients?
While waiting for a claim to be processed, you can add an "estimated insurance payment" amount to the billing area, which will adjust the balance to reflect the amount that the patient will owe in co-pays. Here's how to do this:
1. Go into a patient's chart through the "Shortcuts" menu on the home page by selecting "View billing" from the "Go to" dropdown menu, as shown below:
- In the "Payment comment" section, you can write "Estimate - subject to change" or something similar.
- We recommend saving the co-pay amount in the "Critical info" area of Charts>Profile>Demographics so you can always see it.
- If you are unsure what amount to enter, you can check co-pays in the ApexEDI portal.