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Posting a Capitation Payment

How to post a Capitation payment into the billing software. How to post non-standard payments into the billing software.

Updated over 10 months ago

This guide will cover how to post Capitation payments into the billing software.

Note: this method can also be used to track payments like Prop 56. The important thing is to, when creating the Patient and Code, use selections that you'll remember and use consistently.

Handling A Patient's Capitated Claim

You can Settle the patient's claim to Capitation for clerical purposes!


Posting a Capitation Payment

Step 1 - Create a "[Payer] Capitation" Patient

If you're posting your first Capitation payment from a payer, create a new Patient, listing

  • the Payer as the First Name

  • Capitation as the last name

DOB and Sex can be whatever you want to list - these fields are required when creating a patient file, but will have no bearing on the Capitation Posting process

Step 2 - Create a Superbill for [Payer] Capitation

Create a new Superbill for the Payer you're posting for.

The From and To dates should match the date of the check.

When it's time to Add Claims, use a custom code that you'll use across all capitation payments (for example, "CAP").

Enter the value of the check within the CHG field.

Step 3 - Add the Superbill to the Capitation Payment

After creating the Payment for the Capitation (click here for instructions on creating a payment), add the capitation Superbill to the payment, and apply the payment to the superbill.

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