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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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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):

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

2. Enter Post Date, Provider, Amount, Method of Payment

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

4. Click Save

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

6. Click “Done”

See Patient Accounting for how to manage and apply UACs

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