Page Comparison

For the purpose of this section, we will focus on collecting/posting patient payments.
The action "Patient Payment" is used when posting a payment directly to a Patient Balance.  This requires the date of service or extra charge to be in the patient’s account.
 
Go To: BILLING > PATIENT ACCOUNTING > PATIENT ACCOUNTS
Search Patient Name: Use the global search or click the first letter of patient's last name to search/select desired patient
A. TO POST A PATIENT PAYMENT DIRECTLY TO AN EXISTING DOS/EXTRA CHARGE:

1. Click on the 'Patient Payment' tab at the top of the screen

2. Select/Enter the 'Post Date' and payment amount $

3. Select Method Of payment

4. Cash

5. Check- Must enter Check Number

6. Money Order- Must enter Money Order Number

Credit Card Manual if you accepted a credit card using another

payment

processing system.  Here you will need to select the type of credit card and enter in the last 4 digits of the credit card

Credit Card Open Edge if you are set up for the integration with the Open Edge Payments System.  You will then select and entry mode and enter in the patient’s zip code.

7. EMV (Chip Reader) will be selected if you want the patient to insert their card

AUTO if you want to enter in the information manually.  Both options will bring up a pop up window.

8. Optional: Select an Adjustment Type Negative, Positive or incentive Incentive and an adjustment reason

9. Post Payment To Encounter:

   You must check the box to the left of the DOS.  The DOS details will expand to display the CPT code line items and balances.  If applying to an Extra Charge will show the one amount Enter/Post the amount of the payment to the associated CPT Code box ("Post Amt. $")

10. Optional: Put in the adjustment amount under (Adj. Amt $)

11. Click "Make Payment" to complete

12. Optional:  Print/Email receipt and click done.

...

• View/Print Receipt

• Email Receipt (receipt will be emailed to the email on file for patient)

• Send a Receipt to a Different Email (option to enter separate email address to send the receipt to)

 
NOTE: You can utilize any of the keyboard shortcuts with the page.  Hover over the ? to view the shortcut.
TO REMOVE A PAYMENT

1. Click on the Date under the Enc Column

2. Select the Checkbox of the Patient Payment you wish to delete

3. Click Delete at the bottom of the screen and confirm.

4. You will receive a confirmation that the payment has been deleted.  This payment will no longer show in the system.

   1. If this was a OE transaction you will not be able to delete you must refund. 

Go To: BILLING > PATIENT ACCOUNTING> PATIENT ACCOUNTS
 
A. TO COLLECT A PATIENT PAYMENT AS A UAC (UNAPPLIED CREDIT):

1. Click on Unapplied Credit at the top of the screen

2. Enter Post Date

3. Select Provider- Will default if only 1 provider in system

4. Enter Amount 

5. Method Of Payment: Select method for how patient is paying 

6. Cash

7. Check- Must enter Check Number

8. Money Order- Must enter Money Order Number

9. Credit Card Manual if you accepted a credit card using another payment processing system.  Here you will need to select the type of credit card and enter in the last 4 digits of the credit card

10. Credit Card Open Edge if you are set up for the integration with the Open Edge Payments System.  You will then select and entry mode and enter in the patient’s zip code.

EMV (Chip Reader) will be selected if you want the patient to insert their card

11. AUTO if you want to enter in the information manually.  Both options will bring up a pop up window

12. Optional: Create Family Share (See in Family Share UAC Section)

13. Optional: Add a note (250 character limit)

14. Click Save

15. Optional: Print or email a receipt to a patient (See Generating Receipts for more information)

16. Click “Done”

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