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:
...
Click on the Date under the Enc Column
Select the Checkbox of the Patient Payment you wish to delete
Click Delete at the bottom of the screen and confirm.
You will receive a confirmation that the payment has been deleted. This payment will no longer show in the system.
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):
Click on Unapplied Credit at the top of the screen
Enter Post Date, Provider, Amount, Method of Payment
Optional: Create Family Share (See in Family Share UAC Section) or add a note
Click Save
Optional: Print or email a receipt to a patient (See Generating Receipts for more information)
Click “Done”
See Patient Accounting: UAC for how to manage and apply .UACs