Escrow Fee Schedules

Escrow is a feature that allows you to enter money that a patient has paid for services that have not yet been rendered.  This money would go into their Escrow account, which will then be available to debit from as the patient accumulates charges.  It also allows for payments to outside parties or payees.

There are three Escrow Set-Ups that will be reviewed in this manual

1.  To Escrow General Items Fee Schedule

2.  Escrow Payee 

3.  From Escrow Fee Schedule 

Navigation: 

There are two ways to get to the Escrow Set-Ups.

Administration Panel: This can only be accessed by Clinic Admin and Practioner User Privileges 

The Escrow Set-Ups are  located in the Billing section of the Manage Data Tab in the Administration Panel 

EMR Settings: 

Click on the Gears icon in the upper right-hand corner, then select EMR Settings to open the menu on the left. 

To Escrow Fee Schedule:

 Create the To Escrow Fee Schedule for general escrow items that will be collected in advance that would not be considered part of your self-pay packages for treatment.  Please see the Package Plan Set Up manual for setting up Package Plan Escrow Items.

After clicking on To Escrow Fee Schedule window will open.  Click on the paper icon to add a new item to the schedule.

 Enter the description (e.g., deductible, miscellaneous, etc.) into the Item field.

If there is a fixed cost for the item, enter this amount into the Cost field. If you would like this cost to be variable, please enter 0.00.

Click Save. The item is now added to your list.

Click on the pencil icon to make any edits or click the trash can icon to delete that To Escrow item.

From Escrow Fee Schedule:

 Create the From Escrow Fee Schedule for general escrow items that will paid from the patient's escrow or refunded.  

After clicking on From Escrow Fee Schedule window will open.  Click on the paper icon to add a new item to the schedule.

 Enter the description (e.g., deductible, miscellaneous, etc.) into the Item field.

If there is a fixed cost for the item, enter this amount into the Cost field. If you would like this cost to be variable, please enter 0.00.

Click Save. 

The item is now added to your list.

Click on the pencil icon to make any edits or click the trash can icon to delete that From Escrow item.

Escrow Payee List:

 

The Escrow Payee List is comprised of those who you were send money to after refunding money from escrow. You will want to include your patients as an escrow payee for the purpose of refunding patients. If you will be removing money from patient's escrows to pay an outside vendor such as an anesthesiology group or genetics lab, you will list those vendors in this area. 

After clicking on the Escrow Payee List, a window will open up. Click on the paper icon to add a new item to the schedule.

 Enter the name of the Payee or Vendor into the Name field. If you have an address for that vendor, you can enter those details here. **If the payee is Patient, leave the address fields blank.**

Click Save. The payee is now added to your list.

 

Click on the pencil icon to make any edits or click the trash can icon to delete that Payee entry.