How To: Apply a Deductible

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TherapyNotes has a field to record the deductible amount in the patient's chart under the "Billing Settings" tab. TherapyNotes does not, however, count down the deductible amount. Since TherapyNotes does not directly interface with payers, there is not a way for our system to know whether or not the patient is counting down their deductible with other providers. To manually apply a deductible and move the responsibility to the patient please follow the steps below. 

Step 1:

  • Click on the date of service. 

  • For patients with in-network payers: Type the patient responsibility amount in the "Pt Amt" field. Click the green "Save Changes" button.

  • For patients with out-of-network payers: Patient responsibility equals "Rate" minus "Coverage". If the rate is $100 and the insurance is covering $0 because the patient needs to meet their deductible, put $0 in the "Coverage" box. This makes the patient amount owed $100. Click the green "Save Changes" button.

Step 2:

Under the "Patient Billing" tab click “Enter Insurance Payment”. Enter an insurance payment for $0 and write off any remaining insurance balance, or check the box that designates the item has been approved by insurance. 

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Comments

  • Avatar
    Brian Hofsommer

    This doesn't work. Instead, click on the DOS and change the co-pay amount to include the full amount of the deductible. You may need to note on the bill that it is the deductible amount.

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    Susan Beglinger

    You are right Brian, that doesn't work. Thank you for your expertise.

  • Avatar
    Mubbashir Khan

    Thanks this was helpful, Brian.

  • Avatar
    Regina Moore

    Where can you note that it is deductible so that it prints on the patient statement?

  • Avatar
    Brian Hofsommer

    You can't. Here's what I do. You can add a default note to the bottom of each statement. I put this phrase. * Amount applied to deductible ~ Co-insurance amount. Then I put a star next to the amount above. A little cumbersome and doesn't look professional, but it does the trick.

  • Avatar
    Laura

    Regina,

    To add a comment on the statement, enter the information in the "Statement Comment" field prior to downloading or printing the statement.

  • Avatar
    Jennifer Youel

    It would be so much more helpful if there was a way to add a comment to an individual date of service on the billing statement. That way if only one date of service was applied to deductible and the rest were co-insurance, you could specify for each DOS right below it, rather than trying to explain each in the statement comment field at the bottom of the statement. What Brian mentioned above would work, but that seems really inefficient.

  • Avatar
    Laura

    Jennifer,

    Thanks so much for your input! We will forward your suggestion to management for review.

  • Avatar
    Eric Karlsen

    When the deductible amount was already paid by the patient, the only thing I could do when the EOB arrived was create a $0 payment (I put No Payment - Deductible in the description), apply $0 to the date of service, and check the write-off box.