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Accepting Patient Payments (Unapplied)

by | May 1, 2019 | Billing, Clinic | 0 comments

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This lesson describes how to enter a Patient Payment. Specifically, an payment that is “unapplied”, or not attached to any specific charge(s).

Create a New Patient Payment

Create a New Patient Payment;1. Click the Billing module button 2. Click the Patient Payments menu item 3. Click the New button to add a new Patient Payment.

1. Click the Billing module button

2. Click the Patient Payments menu item

3. Click the New button to add a new Patient Payment.

Enter the Payment Information

Enter the Payment Information;1. Patient: Select the Patient Name Dated: Will populate with the current date Amount: Enter the Amount of the payment Payment Type: Select the Payment Type Reference No: Enter the check reference # if applicable Note: Enter a note if applicable Balance: This will display any patient balance Receipt No: This will populate when saved 2. Click the Save button 3. Use the Show In Report button to print a receipt. * Charges for the client if any, will appear at the bottom. Staff with appropriate permission will apply/attach payments to charges.

1. Patient:  Select the Patient Name

Dated: Will populate with the current date

Amount: Enter the Amount of the payment

Payment Type: Select the Payment Type

Reference No: Enter the check reference # if applicable

Note: Enter a note if applicable

Balance: This will display any patient balance

Receipt No:  This will populate when saved

2. Click the Save button

3. Use the Show In Report button to print a receipt.

* Charges for the client if any, will appear at the bottom.  Staff with appropriate permission will apply/attach payments to charges.