support@pattrac.info
This lesson describes how to apply a Patient Payment. Specifically, an payment that is “unapplied”.
Locate & open the Patient Payment
1. Click the Billing module button
2. Click the Patient Payments menu item
3. Use the auto-filter row, or filter options to find the payment record, then double-click the record to open.
Apply the Payment
1. Charges will appear in the Charges tab.
2. Click the Recalculate button to auto-apply the payment to the charge(s)
*Payments will be applied to the oldest charges first.
3. Click Post to post the payments.
4. **The payment can be manually entered into the Payment field if the user opts to not have the application auto-apply the payments.
5. Applied payments will appear in the Applied Payments tab.
6. Save and Close when complete.