Generating Surplus Billing
Surplus billing is defined as prebilling a copay for a client before the visit is performed. Medicaid may approve a client for services and provide a designated dollar amount the client is responsible for. The client should be billed for this amount in advance of billing Medicaid for any services for the month, so that the bill to Medicaid is reduced by that amount. The charges the client is responsible for are created separately and attached to the private pay (the copay payor) on the client payor.
 | Note: Before generating a specific surplus billing, the setup steps are outlined in the handout titled ‘Billing Surplus Setup’. |
 | Warnings: Creating a surplus billing invoice for the same period as a previously existing surplus billing invoice will result in an Amount of $0.00. To generate a new/corrected surplus billing Invoice, both the Surplus and Payor Invoice must be canceled. |
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