Prevent Copay Duplication When Merging e-Superbills for the Same DOS

What’s New

• Copay handling logic updated for e-superbill merges involving the same DOS.

• Paid copay on non-source appointments is:
  – Removed from the appointment
  – Converted into a Patient Advance (unapplied)
  – Linked to the original appointment for audit tracking
  – Appointment marked as No Charge

• For unpaid copay scenarios across multiple appointments:
  – Only the merge source appointment retains the copay due
  – All other appointments are marked as No Charge
  – Copay due is cleared from non-source appointments

• Ensures only one copay is reflected per visit across merged records.

• Applies to all e-superbill merge workflows.

How It Works 

1. Initiate an e-superbill merge for multiple appointments with the same DOS.
2. If a copay has already been paid on a non-source appointment:
   – The system removes the copay from that appointment.
   – Converts it into a Patient Advance linked to the original appointment.
   – Marks the appointment as No Charge.
3. If multiple appointments show unpaid copay:
   – The system retains the copay only on the selected merge source appointment.
   – Clears copay dues from all other appointments.
   – Marks non-source appointments as No Charge.
4. The final merged result reflects a single copay for the visit.

Benefits

• Prevents duplicate copay charges for the same visit.
• Ensures accurate patient balances after merging appointments.
• Reduces manual reconciliation and correction efforts.
• Maintains auditability by converting excess payments into tracked advances.
• Provides consistent and predictable behavior across merge workflows.