Collecting Patient Responsibility for a Visit - Watch Video
Purpose of this Video
This video demonstrates how staff can collect patient financial responsibility during a visit, including copays, co-insurance, and deductible amounts. It is designed for front desk staff, medical assistants, and billing personnel to ensure payments are collected accurately and efficiently, supporting smooth financial workflows in the practice.
What You’ll Learn
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How to identify the patient’s financial responsibility for a visit
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Recording and collecting copays, co-insurance, and deductibles
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Updating patient accounts after payment
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Tips for verifying amounts before collection
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Best practices for documenting collected payments
Key Takeaways
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Collecting patient responsibility at the time of service reduces billing errors and improves cash flow.
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Canvas EHR supports recording multiple payment types and tracking balances accurately.
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Consistent workflows for collecting and documenting payments help maintain financial clarity.
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Staff should verify amounts and document transactions to prevent confusion or disputes.