New Capitated Account

Follow these steps to create a new capitated account, and to apply all or a portion of one or more payments to the account:

1. On the Encounters menu, click New Capitated Account. This opens the New Capitated Accounts task.

2. In the upper section of the task, do the following:

Account Name: Enter the name for the capitated account.
Memo: Enter any notes that may apply to the account.

3. In the lower section of the task, you will select one or more payments that are associated with the capitated account, and then apply an amount to each payment.

To select a payment, 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.

4. To save the new account, click the Save button on the Task Button Bar. Or to save the account, and add a new capitated account, click the Save & New button.