Apply Payments to Capitated Account

Follow these steps to apply all or a portion of a payment to an existing capitated account.

1. On the Encounters menu, click Find Capitated Accounts. This opens the Find Capitated Account task (or browser).

2. If necessary, use the search bar at the top of the browser to locate the capitated account. For help in locating the account, see the relevant steps in Find Capitated Account.

3. Once you locate the account, double-click on the account to open it.

4. To add a new payment or a portion of a payment to the account, do the following:

Click the Add button at the bottom of the list area to open the Select Payment task.
Select the payment that is associated with the capitated account. Use the search feature if necessary to locate the payment. Once you locate the payment, double-click on the payment to select it.
Under the "Capitated Amount" column, enter the amount from the payment that is to be applied to the capitated account.

Note: Be sure to press the [Enter] key on your keyboard after entering the amount.

Repeat this step to add all or a portion of another payment to the account.

5. To save the new entry or entries, click the Save button on the Task Button Bar.