Easier Copay and Balance Collection

Published on Tuesday, December 11, 2018

Collecting payments from patients is now easier than ever! Instead of needing to click the "Enterprise Pmt" button to collect a patient's payment, the "Payments" form now opens automatically in Check-In and Check-Out workflows. You can also collect payments more directly from Registration.

Try It Out!

1. From the DAR, select an appointment and click "Check In" or "Check Out."
2. Once you've completed Regstration, click "Continue Check In" or "Continue Check Out."
3. Collect the patient's payment on the new "Payments" form.
   • The "Enterprise Pmt" button is no longer available in the Activity Toolbar.
   • If you click "Accept" without attempting to collect a payment, you will be prompted to either go back and collect a payment or enter a reason for not collecting.

Take a look at our Epic Tip Sheet on this topic and read all about it!