Billing: Applying Payments/Copayments

Please follow the instructions below to enter in copayments for your sessions in Theralytics. Keep in mind that sessions will need to be rendered and submitted before you will be able to add a copayment.

1. Once a session has been rendered and submitted (either internally or to the payer), navigate to Billing and select Apply Payments.

2. On the payment details page, you will need to specify the payment source, description, and type. For the Amount field, enter the total amount of the payments you will be applying. For the Total Check Amount, enter the check amount for the check you are entering.

3. Once you have entered the Payment Details, you will then need to filter out the claims you are applying a payment for. 

4. If the claim is fully paid, click the checkbox for Full Paid. Theralytics will automatically fill out the total amount. If you are entering a partial payment, then fill out the payment amount in the box next to the Full Paid checkbox but do not click the checkbox.

5. Regarding the payment status, you can select a status that corresponds to the payment that you are entering. Some statuses will be applied automatically based on the amount paid and/or adjustment codes. For example, a full payment will automatically close the claim. If you are enrolled in ERAs for your payers, then these statuses will be applied automatically.

6. Once the payment has been applied, you can navigate to the payment ledger to verify the amounts. The system will automatically deduct the amount of the copay from the total charge, and you will still be able to apply an insurance payment if necessary.

7. If you would like to apply Insurance Payments, simply change the Payment Source to Insurer.