Post Patient Payments

New Patient Payment

Click on Patient Payment in the Navigation Bar. All patient payments are entered here. All applied, unapplied and payments for a specific date range can be viewed.

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Search for Patient by selecting New Payment. Payments taken in the Scheduler will automatically be in the unapplied tab waiting to be allocated. 

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Click on the line containing the patient’s name and the full detail will appear.

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Enter Amount and then distribute under the line item payment amounts below. 

If you need to add negative amounts to a line item, please use the minus sign (-).

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Click Auto Allocate to automatically distribute the amount to line item(s). 
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Adjustment Codes

Adjustment codes can be added at any point to the adjustment code column. If multiple adjustment codes need to be added click on the yellow folder icon. 
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Enter Adjustment Codes and Adjustment Amount. Click Save.
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Save 

Click Save and Post.
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Still, need help? Contact us!

Have a great idea? Tell us about it! 

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