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Kareo Help Center

Post Bonus Payment

Post bonus payments by creating a capitated account. This account can be used to apply extra money for all payers or create a payer specific bonus payment capitated accounts. For example, create "Bonus Payments - Blue Cross" to track all extra payments for just Blue Cross.


Post Bonus Payment

  1. Post the ERA or manually post the EOB and leave the bonus payment as unapplied.
  2. Open or create a "Bonus Payments" capitated account.
    1. Click Encounters > Find Capitated Account. The Find Capitated Account window opens.
    2. Search for the capitated account to see if it already exist in the system.
      1. If a "Bonus Payment" capitated account has been created, double-click  on the account to open. The Edit Captitated Account window opens.
      2. If a "Bonus Payments" capitated account has not been created, click New. The New Captitated Account window opens.
        • Enter the "Bonus Payment" as the  Account Name and a Memo, if applicable.

  1. Apply the bonus payment.
    1. Click Add. The Select Payment window opens.
    2. If applicable, click on the All tab.
    3. Search for and select the payment with the bonus money.
    4. Click Ok. The payment is added to the Capitated Account window.
  1. Click in the field under the Capitated Amount column and enter the amount from the payment that is capitated.
  2. Click Enter on your keyboard.
    • Additional payments may be applied by following steps a - f.
  3. Click Save when finished.


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