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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

A. TO POST A PATIENT PAYMENT DIRECTLY TO AN EXISTING DOS/EXTRA CHARGE:

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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

4. Enter Amount 

5. Method Of Payment: Select method for how patient is paying , Provider, Amount, Method of Payment

6. Optional: Create Family Share (See in Family Share UAC Section) Optional: Add or add a note

7. Click Save

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

9. Click “Done”

B. APPLYING A UAC CREDIT TO A PATIENT VISIT/CHARGE W/BALANCE OWING:

1. Click “Dates” under the Enc column.

2. A box will pop up with UAC Transactions, Family Share, UAC Posting.

3. Click on UAC Posting Tab

4. All balances from the Patient Balance Column will appear.

5. Enter in the amount of money you would like to post to each Visit/Extra Charge.  Your UAC Amount and total Posted Amount will show at the top.

6. Click Adjust UAC and Click Yes to confirm.

7. You will receive a notification that the amount was posted successfully.

 
To View All UAC Details & Notes:

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Click on “Dates” under the Enc Column

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Under UAC Transactions you will see each Transaction.

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You are able to bulk delete UAC’s by clicking on Bulk Actions and Trash can icon.  Select the dates you want to delete.

• You can also delete a UAC by clicking on the ፧ 3 dots to the right of the date.

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See Patient Accounting: UAC for how to manage and apply.