Co-Payments Overview
DELPHI32 includes the ability to track both the total balance due for a client as well as the portion of that total balance due that is owed by the client (co-pays, deductibles, missed appointments, etc.) This allows you to send monthly statements that correctly reflect the amount due by the client.
If you use this feature, you will first have to specify the amount what you "believe" is the client amount due for each session. This is described in the section Defining the Expected Co-payment Amount. Then, each time you Record a Session with the client, the total charge is displayed along with the expected client co-payment amount.
Although this is a nice feature, the reality of co-payments is that they are subject to many forces outside of your control. For example: suppose the default total charge for a session is $100 and the expected co-payment is $10. If you record four sessions for the client, the total balance due is $400 and the client amount due would be $40. After billing the client's insurance for the four sessions, you may find out that their deductible was not met on the first session and the client actually owes $100. In addition, and that for whatever reason, their co-payment for all subsequent sessions is really $20 instead of the $10 that you originally believed (or were told by a customer service representative when you called for benefits before the client came in for their appointment.) You original statement showed a client due of $40 but it turns out that the client due is really $160 ($100 for the first session and $20 each for the following three sessions.)
Obviously, you must have the ability to easily change and correct the expected client co-payment for sessions recorded in the past. In some cases it may take weeks or months before you discover the "actual" co-payment amount. The good news is that DELPHI32 allows you to quickly and easily modify this amount with just a few clicks of the mouse. This is described in the section labeled Editing Co-payments for Past Sessions.
The topics below are jumping off points to further detailed instructions on controlling all aspects of co-payments.