Using coinsurance % to auto calculate patient responsibility at the time of service

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• 20 Jan, '21
  Hari Dass Khalsa, D.C.

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  Yes this would really help to have this calculated and auto-entered

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• 11 Feb, '20
  Annie

  We live in Alaska where just about all insurance runs off co-insurance percentages. It would make a HUGE difference for us!

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• 13 Jun, '20
  Alex

  Yes! This would help a lot. Well over half of our insurance patients have "deductible and co-insurance applies." Being able to track deductibles and charging for deductible and co-insurance at time of service was something that our old system allowed for and it was awesome. It helped to minimize statements and all of our patients actually loved that we did it that way (versus receiving a large bill when the monthly statement came around).

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• 15 Jun, '20
  Kelsey W

  This would be incredibly helpful! Especially given that there is the ability to enter fee schedules; so to have the ability to have a patient balance auto populated....!

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• 01 Mar, '22
  Dr Bob Stroud Jr Merged

  Have the program do an 80/20 split from the allowable charge we enter for each carrier,not from our office charge for the service performed.When the split is made from our office charge and not the allowable charge,the 20% due from the patient is from our office charge not the allowable.Each time an insurance check is posted it leaves a credit to the patient that paid the percentage of our charge not of the allowable.It requies issuing a credit to the patient mant times each posting.
  
  Thanks

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• 03 Mar, '22
  ChiroFusion System

  "Take percentage from allowable charge entered for each carrier,not the office charge." (suggested by Dr Bob Stroud Jr on 2022-03-01), including upvotes (1) and comments (0), was merged into this suggestion.

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• 19 May, '22
  Joyce

  Yes, please make this happen! This is absolutely necessary for our office where most patients have insurance plans with deductibles and coinsurances (not copay)!!! This would allow for our front desk to process patient billing so much faster and more accurately than manually calculating everything because our office does "pay at the time of service." It's also very time-consuming for our staff to check on the deductible every visit so having the software auto-calculate the remaining deductible based off of the visit charges each time is crucial. Our last software did this and it is a life-saver!!!

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• 15 Aug, '22
  Kristine

  This is something that has been planned for years. Please find a way to include this. I like to pre-collect co-insurance at time of visit. I had to make a spreadsheet and it's a pain.

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• 28 May
  Kris Moulton Merged

  In patient accounting, we often collect patient payments at the time of service and post them as Unapplied Credits (UACs) until the doctor completes the note. Once the note is completed, we can apply the UAC to the visit.
  
  For self-pay visits, this process is simple. We apply the UAC to the visit and archive the ledger line.
  
  For insured visits, the process is more complicated because we may need to wait for the claim to be returned before the full insurance balance is finalized. However, we often already know that the patient payment will be applied toward the visit as the patient's responsibility, especially when the patient has a deductible or coinsurance amount.
  
  Currently, when opening the date-of-service field, there is a “Co-Pay” checkbox. This is helpful because it allows the patient payment to be applied to the insured visit without continuing to appear as a general credit on the account.
  
  I would like to request that ChiroFusion add similar checkbox options for:
  
  De

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• 28 May
  ChiroFusion System

  "Add Deductible and Coinsurance Options When Applying UAC Payments to Insured Visits" (suggested by <Hidden> on 2026-05-28), including upvotes (1) and comments (0), was merged into this suggestion.

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