How to Bill Private Pay Only, Insurance Pay Only & Combination Insurance and Private Pay
February 02, 2024
How to bill Private pay only, Insurance pay only & Combination Insurance and Private pay
Private pay only (patient/legal guardian pays with cash, credit/debit card, check, mobile) or insurance billed outside of Ambiki
- Add visit/evaluation note > do not add billing from the note > save
- From the patient profile > click Payments on the top navigation bar > go to the Patient invoices section> click Add a patient invoice. That will create an invoice without charging the card.
- When you receive the payment: go to the patient profile > click on Payments > go to the Patient invoices section > click on the green add a payment to the right of the invoice > choose the payment application > under payment type select the payment type.
Insurance pay only (if insurance is billed through Ambiki)
- Make sure there is a service rate for each billing code that you will be billing for.
- Add visit/evaluation note > save > prior to signing your note click Actions Billing at the top right > add billing information > Save billing data.
Note: If insurance is billed outside of Ambiki, please follow instructions as if it were "private pay only," enter the insurance payment as a full or partial payment, and select "insurance" as the payment type.
Combination Insurance and Private pay (e.g., insurance pays and patient/legal guardian pays co-pay), if insurance is billed through Ambiki
Note: If insurance is billed outside of Ambiki, please follow instructions as if it were "private pay only," enter the insurance payment as a full or partial payment, and select "insurance" as the payment type.
Note: If insurance is billed outside of Ambiki, please follow instructions as if it were "private pay only," enter the insurance payment as a full or partial payment, and select "insurance" as the payment type.
If Insurance is billed through Ambiki, bill the insurance first:
- Make sure there is a service rate for each billing code that you will be billing for.
- Add visit/eval note > save > prior to signing your note click Actions > Billing at the top right > add billing information > Save billing data.
Once you receive your insurance payment, then manually add a private pay Patient invoice:
- From the patient profile > click Payments on the top navigation bar > go to the Patient ledger section> click Apply payment. That will create an invoice without charging the card or updating the patient ledger.
- When you receive the payment: go to the patient profile > click on Payments > go to the Patient invoices section > click on the green add a payment to the right on the invoice > choose the payment application > under payment type select the payment type.
Kim Luster