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.
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.
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.