This feature helps staff collect a payment from the Check-in page and was primarily designed to help while gathering payments from cash-pay patients. This feature allows the EHR user to select the reason they are taking the payment before they take the payment (Preventative Visit, Non-Preventative Visit, Non-Encounter Charges Only, or Previous Balance Only). Once the user makes a selection, the system has built-in logic that considers if the patient has insurance or is cash pay, and will present the user with the payment amount to be collected at the visit.

To Enable this feature, go to Check-in Admin > Site Setup > Guided Patient Payments.

On the check-in page, when a user clicks the "Open Payment" icon, they will see a pop-up and will select one of the available options.

Preventative Visit: This defaults the Well Copay amount. It will also show all of the preventative visits in the dropdown along with the charge amount.

Non-Preventative Visit: If this is a cash patient, the system will default to a Level 3 Visit Code (this default can be changed in Check-in Admin). The system has logic to determine if it is an Established Patient or a New Patient, so the user should not have to change the dropdown unless there is an outlying circumstance. The two codes in the dropdown are the Est. vs. New patient codes. If the patient is not cash pay, the system will default to their sick copay. 

Non-Encounter Charges Only: This defaults to the Non-Encounter tab on the payment screen. 

Previous Balance Only: This screen will only display rows for the user to collect a Previous balance and Non-Encounter Charges.