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 'Patient Payment' tab at the top of the screen
Select/Enter the 'Post Date' and payment amount $
Select Method Of payment
Optional: Select an Adjustment Type Negative, Positive or Incentive and reason
Post Payment To Encounter: Optional: Put in the adjustment amount under (Adj. Amt $)a single Encounter or multiple and adjustment if needed
Click "Make Payment" to complete
Optional: Print/Email receipt and click done.
If the copay is not selected you can click on Encounter Details to select the copay checkbox. This will make the amount patient responsibility.
Posting To Multiple DOS/Encounters At The Same Time:
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The process is the same as above
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Check all boxes to the left of each DOS you are applying payments to
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At the top right of the screen you will see the "Unposted Amount Remaining $" until you've posted the full amount of the payment.
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To Provide The Patient With A Receipt:
Once you click "Make Payment" you will have multiple receipt options:
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)
TO REMOVE A PAYMENT
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):
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