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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If the copay is not selected you can click on Encounter Details to select the copay checkbox. This will make the amount patient responsibility.
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)
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If you do not wish to remove the payment from the system, you can click on the ፧ and you can convert to UAC
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 for how to manage and apply UACs