Creating invoices with BOTH patient and insurance charges
One of PracticeMaker®’s strong features is being able to have both patient and insurance charges on the same invoice.  This is accomplished by using separate fee schedules for patient and insurance charges and separate patient and insurance balances and totals.  Patient charges use fee schedule “A” while all others use a different schedule.

Note: This feature also allows each side of an invoice, patient and insurance, to be billed, and therefore re-billed, simultaneously. You do not have to wait for the insurance to pay on an invoice before the patient is billed (let's say for an underpaid copayment)


This example has an office visit (92014) assigned to the insurance company with fee schedule M (a Medicare patient). The insurance charges show up as orange. There are also two patient charges, "AREDS" (vitamins) and "TEARSM" (tear drops), each with fee schedule A for patient charges. These charges show up as blue. When the patient paid for this service, a "charge card" was used, the PTof "7-Self-chk/chg" was used for a total of $25.00.

Note: When an unpaid part of an insurance-related charge is assigned to the patient, it is temporarily subtracted from the insurance side of the invoice using the "1-Patient Resp" payment type, or PT. This can be seen in the Xfer row of the totals section.  In the example below, the patient has an unpaid patient charge of $10.00 and also an unpaid copay of $5.00 making for a grand patient balance of $10.00. When the patient finally pays, the "1-Patient Resp" payment is deleted, and the payment posted. For this example, the there would two payments. One would be for the Copay payment of $5.00 and the other a "Self" payment for the unpaid $10.00.