Use this module to charge a patient for a session before billing for the session.


What is the Charge Patient Module


The payment completed using the charge patient option will be added as credits for patients in TherapyPMS. The reconciliation for the charge/ application of the charge will happen only when the claim is created. Subsequently, when the invoice for payment is generated the charged amount will be reflected under the paid column of the data table. The charge patient option can be used for individual therapy and multi-service appointments. This charge/ patient credit information will be available at the top of the patient portal as credits for the patient.


How to charge a patient from List View


  1. Click the List View option under the Appointment tab from the left navigation.
  2. In the Manage Session screen, apply the filters and Go button to generate the sessions.
  3. Click the Action (…) button to select the charge patient option. 
  4. There are three scenarios a user might encounter at this step:
    1. For Individual Appointment:
      1. The table will have session information – Provider Name, CPT code(s),  Date & Time, Status, and Amount.
      2. The total charge amount will reflect the charge for the session according to the billed rate into units for the CPT code. Click the icon next to the CPT code to view the authorization information.
      3. Checking the processing fee box will include a 3% charge of the total charge amount.
      4. If there is a card in file for the patient, select it from the drop-down option. If not, add card information by clicking the Add Payment Method button. 
      5. Users will be able to add notes if needed.
      6. Then click the Charge button and click Charge in the payment confirmation window to complete the process.
      7. Click the URL link at the right top corner to complete payment through the URL.
    2. For Multi-Service Appointment:
      1. The table will have session information – Provider Name, CPT code(s),  Date & Time, Status, and Amount.
      2. The total charge amount will reflect the charge for the session according to the billed rate into units for the CPT code. For multi-service, this is the total amount of each of the CPT code charges. Click the icon next to the CPT code to view the authorization information.
      3. Checking the processing fee box will include a 3% charge of the total charge amount.
      4. If there is a card in file for the patient, select it from the drop-down option. If not, add card information by clicking the Add Payment Method button. 
      5. Users will be able to add notes if needed.
      6. Then click the Charge button and click Charge in the payment confirmation window to complete the process.
      7. Click the URL link at the right top corner to complete payment through the URL.
    3. If the patient has already been charged for the session: 
      1. In this scenario, the user will not be able to charge the patient again.