Creating patient funds

Patient Funds can be created in a few different ways.

1. Users can post a patient payment to an individual patient, without allocating funds to specific line items or dates of service. This will automatically post funds to the patient's fund account.
2. If a patient paid a specific amount, then the payer states the patient portion should have been less. RXNT will automatically create a Patient Fund for you.
3. Users can click Reports and select Patient Funds.

Search the patient name (the patient will only populate if the patient has had a Patient Fund Prior. If they have not, the user will select "New Patient Fund", and then add the patient).

Click the Green+.

Enter the patient fund details. Select the Transaction Type and enter the Amount.

Enter the Payment Type.

Enter the Payment #.

Enter the Payment Date. This is a mandatory field to ensure that correct information is displayed on the reports.

If applicable, please go ahead and enter a Comment. 

Click on Save.

Apply patient funds

When allocating patient funds, the following guidelines will be followed:

1. As users enter line-item payment amounts including miscellaneous items, the total payment amount will automatically update to reflect the sum of those amounts. Users can still override the total if needed.
2. If the total payment amount is zero and the payment method is Patient Fund, users will see the following pop-up when clicking Save and Post: "Patient fund payment amount cannot be zero. Please update the amount and retry posting."
3. If the total payment amount does not match the sum of line-item payment amounts and the method is Patient Fund, users will see this warning: "The patient fund payment amount does not match the total line item payment amounts. Please update and retry posting."

Option 1

Select Reports then Patient Funds. 

Enter the patient's criteria and click Search.

Select Apply Funds.

RXNT will automatically open a new patient payment with that patient's name, the fund amount that the patient has to be allocated, and "Patient Fund" as the method of payment. You can allocate the funds to the date of service and line items needed. Finally, select Save and Post.

Option 2

Select Patient Payment from the blue bar at the top of the screen.

Select New Payment from the top right of the screen.

Search the patient's name from the pop-up box.

On the left of the screen, enter the amount of fund that needs to be allocated in the "Amount" box. Select Patient Fund as the method of payment. Allocate the funds to the date of service and line items needed. Finally, select Save and Post.

Additional Information:

• Manually added patient funds will not appear in the patient payment report or the patient payment screen. In order to get the patient funds into the report or the transaction screen, add the patient fund as a patient payment by not assigning it to a line item(s). For example, create a patient payment with a $50 payment amount and do not assign it to any encounter/line item. 
• When printing a statement, you may notice that a patient has a fund/credit on their account. This will need to be applied prior to sending the patient statement. To do this, select the fund amount shown on the statement screen, and follow the steps in Option 2. Once the fund has been allocated, you can go back to the statement screen and select the Update Statement icon to generate a new, accurate statement for the patient.

Manually debit patient funds

Manually debiting patient funds is a simple and efficient process. A patient fund may be debited for several reasons, including issuing a refund to the patient, transferring funds to another patient’s account, or correcting a posting error that resulted in the creation of the fund.

​Begin by navigating to the patient’s dashboard and clicking the PF icon. 

Click the Patient’s Name.

Click the green (+) icon to enter the patient fund details. 

Choose Debit from the Transaction Type dropdown menu.  

Enter the debit amount in the Amount field. 

Manually enter the Payment Type by typing it into the field. 

Entering a payment number is optional, however, we recommend entering the original payment number in the Payment Number field to help identify the specific payment being debited. 

Enter the date of the debit in the Payment Date field.

If applicable, enter a Comment. 

Click Save. 

Transfer funds to another patient:

If the funds are being transferred to another patient’s account, you can debit the fund amount and add a note indicating it was credited to the other patient’s account, then manually create the fund for that patient. 

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