Encounter level posting payments
Payments being posted at the encounter level are typically due to your ERA not indicating specific line items. To correct this, please select the red circle to the left of the dates of service to clear the payment from the encounter level. You can then manually allocate to the encounter detail level of your payment.
Should you need further assistance, please contact us at 1-800-943-7968, option 4, option 1.
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.
Search for Patient by selecting New Payment. Payments taken in the Scheduler will automatically be in the unapplied tab waiting to be allocated.
Click on the line containing the patient’s name, and the full detail will appear.
If you need to add negative amounts to a line item, please use the minus sign (-).
Adjustment codes
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