Change the Copay Due on a Charge After Charges are Posted

When you learn that a patient was charged the wrong copay for a visit, how can you change the amount due? You may be trying to manually post an insurance payment and find yourself unable to do so because the copay amount for the office visit procedure is incorrect.

Full Documentation: This is a quick reference guide to a common problem. For more details, read Change the Responsible Party and Copay for Charges.

Contents

1 Edit Charges and Change the Copay
2 Change the Copay As You Post Insurance Payments

Edit Charges and Change the Copay

Select the encounter in the patient’s Billing History and click “Edit Charges”.

Next, use the Procedures component to change the personal amount due. You can change other details about the charges as needed.

Click “Save + Post” to update the encounter’s charges.

After changing the copay amount, you can immediately queue up a new claim. Read Edit Encounter Charges and Resubmit Claims to learn more.

Change the Copay As You Post Insurance Payments

As you post insurance payments and adjustments, you can change the copay amount if (for example) the payer’s response indicates a different expected amount.

When you save, PCC EHR will automatically unlink personal payments down to the new expected amount, if needed.

Here are some related articles in Billing and Practice Management > Edit Charges and Encounter Claim Information:

Edit Encounter Charges and Resubmit Claims
Use Billing History in a patient's chart to review an encounter's billing details, edit encounter charges and claim information, and queue up a new claim.
Edit Encounter Charges and Other Claim Information and Resubmit a Claim
Use the Edit Charges feature in the Billing History in a patient's chart if you need to edit diagnoses, procedures, or other encounter or claim information. For example, you can change the place of service, the provider of service, responsible party for each charge, copay amount due, billing provider, and other information. After you make changes, you can queue up a new claim.
Change the Service Provider or Billing Provider After Charges are Posted
You may need to assign a billing provider to an encounter after it has been posted. Use the Edit Charges in the patient's Billing History to make changes.
Unlink and Relink a Payment
If you post a payment and later discover the procedure or payment was a mistake, you may need to "relink" the payment to different procedure.
Change the Copay and Responsible Party for Posted Charges
You can change the responsible payor for any charge on any encounter, and change the portion of the charge that is the copay.
Enter and Review Encounter Billing Notes
As you bill for an encounter or troubleshoot problems with a claim, you can keep encounter-specific notes that are attached to the billing history of the encounter.
Add an Attachment Code to a Claim
If a secondary insurance requires the EOB from the primary, or any claim requires a certificate of medical necessity, discharge summary, or other clinical documentation, you need to send an attachment to the payor. You can edit the encounter and add an attachment code to an encounter, generate a unique attachment ID, and specify the attachment type and method. Attachment information will then be sent with the electronic claim.
Change an Encounter’s Billing Place of Service After Posting Charges
You can adjust an encounter’s place of service when you post charges. Sometimes you need to change the place of service of an encounter after the charges have already been posted. Select the encounter in the Billing History in the patient’s chart. Then click “Edit Charges”. Next, edit the encounter’s location, or any other information […]

Edit Charges and Change the Copay

Change the Copay As You Post Insurance Payments

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