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How to Move a Copay, Visit, or Deductible to a Patient Advance?

Question/Request: How to Move a Copay, Visit, or Deductible to a Patient Advance?

Answer: The following are the steps for moving patient unapplied visit/copay/deductible amounts to patient advance:

Step 1: Go to the Billing Side.

Step 2: Under the “Remittance” Tab >> Click  on “Patient Payment” option>>

Step 3: Select the “To Patient Advance” option >>

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Step 4: Click on the “Patient” binocular >> Search the patient and select the same.

Step 5: Click on the “Visit/Copay/Deductible” amount checkbox >>

Step 6: Click on Transfer.