Payments Overview
Payment transactions in PatientStudio automatically post to open patient balances based on specific conditions.
When Does a Payment Post to an Open Balance?
A payment will automatically apply to an invoice or claim when all of the following conditions are met:
There is no remaining insurance balance on the claim.
The claim status is “Patient Responsibility.”
How Is the Patient Account Balance Calculated?
The patient account balance is the total of all patient responsibility amounts across open dates of service.
A claim is included in the patient’s balance when both conditions below are met:
There is no remaining insurance balance.
The claim status is either “Patient Responsibility” or “Closed.”
How to Refund a Payment
You can issue a full or partial refund for any patient payment:
Copayments
A copayment is a payment allocated to a specific date of service (DOS).
Copayments are automatically posted to claims once the ERA (Electronic Remittance Advice) is posted.
Allocated copay credits do not count toward the patient’s total account balance until applied.
How to Transfer Copay Credits
If a copay credit remains on a claim after payment posting:
Use the "Transfer Credit" feature to apply the excess to another claim or date of service.