How Capable 21C calculates fees

Abstract

Capable 21C uses a complex algorithm to determine what fee to charge for any particular service or product. This algorithm has changed over time. This article explains how Capable 21C determines the default fee to display on an invoice/receipt.

Underlying challenge

The algorithm that Capable 21C applies may not be immediately apparent to the new user of Capable 21C. This can often lead to the complaint that it is calculating the fee inaccurately. An understanding of the algorithm used by Capable 21C usually resolves the issue and allows the user to alter the configuration of Capable 21C to meet the office’s needs.

Resolution

Capable 21C uses the following algorithm to determine what fee to charge:



Detailed Information

To determine if a patient/client is an insurance patient/client, follow these steps:

  • Go to the Patient/Client Details window.
  • Go to the Insurance Tab.
  • Examine the ‘Is Insurance’ checkbox. If it is ticked, the patient/client is an insurance patient/client.

    • To determine of Patient Classifications are enabled, follow these steps:

  • Go to Setup|Settings.
  • Go to the Receipts tab. /li>
  • Examine the ‘Enable Patient/Client Classifications’ checkbox. If it is ticked, patient/client classifications are enabled.

    • To determine if a Defined Fee has been specific for a patient/client, follow these steps:

  • Go to the Patient/Client Details window.
  • Go to the Fees Tab.
  • Scroll down to the desired service. If a defined fee has been set, it will be specified here. If a defined fee has not been set, the words ‘Not Set’ will appear in the Defined Fee column.

    • To determine a patient/client’s classification, follow these steps:

  • Go to the Patient/Client Details window.
  • Go to the Fees Tab.
  • If patient/client classifications are enabled, a patient/client classification dropdown box will be visible at the top of the tab. It will show the patient/client’s current classification.
  • By default, all patients/clients will have ‘Normal Fee’ as their classification.

    • To determine the fee that matches the patient/client classification, follow these steps:

  • Go to Setup|Setup Appointment Types and Fees.
  • Click once on the appointment type that contains the service in question. /li>
  • Double click on the service name.
  • On the Service Properties window, go to the Fees tab.
  • Scroll to the desired classification, and examine the fee.

    • To determine the insurance fee, follow the same procedure as for any patient/client classification, and scroll to the Insurance Fee in step 5 of the instructions.

    When prepayments are made (with a discount), Capable 21C applies a Defined Fee to record the altered charge for the prepaid visits.

    To determine exactly what Capable 21C will charge (by default) for any service, follow the same instructions as for determining the defined fee, and examine the Actual Fee column in step 3.

    The Default Fee as determined by this algorithm may always be overwritten during the invoicing process.

    		This knowledge resource is designed for use on a Windows (tm) XP system operating at a screen resolution of 1024x768 or better. Windows Media Player must be installed for this training resource to operate correctly.

    Copyright 2008 Capable Software Pty Ltd

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