How to transition an appointment

 

This page will explain how to transition and appointment with and without a copay.

To transition an appointment with no copay: 

1. Click Transition Appointments button
2. Enter a Date Range and press Retrieve Appointments button
3. Verify results are displayed
4. Ensure Auto-Apply Copay is unchecked 
   


5. Double-click on claim and then click Transition with No Copay and click yes to the prompt
   


6. Click yes to the prompt to view the log
7. Verify details are shown in the log
8. Press Hide log and verify the transitioned entry no longer shows in the list
   


9. You also have the option to undo this transition. Double-click "Transition Succeeded (Double-click to rollback)" bolded entry at the bottom of the log. This will return the claim to the transition screen. 
   

 

To transition an appointment with a copay:

1. You can also transition a claim and collect the copay at the same time. Double-click on a claim or you can press Transition Selected -> Collect Copay. 
2. Enter an amount and click the calculator icon to generate a reference number. Optionally put in a comment. Choose any payment method other than credit card
3. Choose transition with copay 
   


4. Click yes to view the log
5. Verify the last entry before transition succeeded is "Copay of $X successfully applied to service"
   


6. Other things that can be verified on this log:
   1. Fee calculation: http://help.clinictracker.com/fee-calculation
   2. Splitting balance between patient's copay and balance to insurer
   3. Claim format (U= UB04, C= CMS 1500, etc)