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Payments - Coggle Diagram
Payments
Personal Payments
(Partner: Pam)
Find either by Patient or Account
(Posts to the Account)
Displays Demographics
Account Demogrraphics
Account Name
Account Address
Account Phone #s
Account Dependent Names
Account Balance Aging
0,30,60,90,120+
Personal
Insurance
Medicaid
Insurance Policies
(but not patient Identifiers)
(Partner - structured) Account Notes
(does not exist in PCC EHR)
Payment Posting
Date
Payment Type
Amount
Check #
(payment note/text)
Provider
(of Payment)
Link Payment to Charges
(charges with outstanding personal balances)
Generate Claims
Print a Claim
Batch a Claim
Print a Bill
Correct Mistakes
(oops)
Edit Account
Account Demographics
Collection Report
Form Letters
Account History Repoort
Account Notes
(Partner Only, structured)
Dependent Relationships
Displays all charges
with outstanding Personal Balance
Toggle to display
outstanding Insurance/Medicaid Balances
Generate Receipt
(Partner: Pam has its own receipt)
Auto-Link to Oldest Due Balance
Manual Linking
What kinds of payments?
Checks received in the mail.
Personal Checks
Credit Cards
Debit Cards
do clients make Debit Card payment types?
Credit Card not on file
Credit Card on File
(some practices use systems like BluePay which can store credit card info securely)
Cash
Paying a bill/balance by Credit Card on File
(either they have permission to use it when needed)
(or they are on the phone)
Post Adjustments
Insurance Payments
Manual Posting
(pip, spam)
Auto-Posting
(Partner: autopip)
Pain Points
Payments and Adjustments
Users get confused
Do users not know what adjustments are?
Do users know what adjustments are but have trouble distinguishing between payments and adjustments
Special Payments
(Partner: Refund)