Check-Out Process

 4. If this is your first payment of the day you will need to create a batch. To do this you will need to enter:

• Batch Name (Initials and Date)

• Location

• Provider

• Terminal

5. If patient owes a copay, type the amount in the Copay line. If it is going towards deductible or coinsurance, type the amount in the General line. If the patient is paying a balance, type the amount in the General line.

To know what to collect:

• Look at "Estimated Charges from Visit" & collect based on note.

• If there are no charges/incomplete charges in ModMed, use "Create Quote" tool.

6. Click on After-Care to schedule any follow-up appointments the patient needs.

Check-Out Reminders/What To Say

"We will be collecting $___ today. This is an estimate for today's charges, if it ends up processing and being more through insurance we will bill you."

• Global Period- "We are not going to collect today, if there ends up being a charge we will send you a bill."

• Billed Charges VS UA Charges

Setting Up ACH

1. Click on Financials > Payment Plans

2. Type in Acct# in the box and click add payment plan.

3. Balance should auto populate but you can change amount as needed. 

• Confirm amount they can pay and date they want to start the plan and if it’s monthly or bi-weekly and update that box. 

• Please add note as to what the balance is for in the note box then click preview plan

4. Preview plan pulls up it will show the breakdown of payments click on save and add auto payments 

5. Next screen select the location and treating physician and click save and send auth email . 

• Make sure the email we have on file is correct.

• Please let the patients know they have 24hrs to go online and enter in their CC # or Missy will be calling them to set up ach again. 

$100-$300 up to 3 months (no payments for cp)

$301-$900 up to 6 months

$901-$2500 up to 12 months

Over $3000 please call billing for approval over 12 months

For patient with excessive balance $6k+ please set up ach for a min of $30-50/m

Closing Out a Batch

1. Click on Financials > Batches

2. Click on the blue Batch Name

3. Make any discrepancies to collected amount under each method of payment (cash, check, and credit card).

4. Change the Batch Status to Lock and a blue tab labeled Update Batch Information will appear.

5. Click Generate Report in the top right corner.

6. Select Details Batch Report. This will be sent to your mail in ModMed.

7. Click on Mail tab and select the date of the report.

8. Open Attachment pdf file and print report.

9. The report should be placed in your assigned change bag and dropped in the safe at the end of your shift.