Page Comparison

Each patient has an account that you can manage here in Patient Accounting. The majority of billing transactions involving patient accounts/payments can be managed on this page. For the purpose of this section, we will focus on collecting patient payments (Co-Pays) for Insured Charges.

Go To: BILLING > PATIENT ACCOUNTING
Patient Name: Click Search to search patient by name. (Note: This will default with the last patient's approved claim within Billing)
A. TO POST A PATIENT PAYMENT DIRECTLY TO AN EXISTING DOS:

1. Select Action: From the drop-down select 'Patient Payment'
2. Amount ($): Enter the payment amount (bottom left)
3. Method Of Payment: Select method for how patient is paying (for Credit Card Manual enter last 4 digits of card, for Credit Card Open Edge select Entry Mode, or Personal Check enter Check #)
4. Post Payment To Encounter: You must connect the payment & under 'Post' click the Show tab to display the CPT code line items
5. Enter/Post the amount of the payment to the associated CPT Code box and post the payment in the left open box
6. Click Save (bottom right) when done.

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1. Select Action: From the dropdown select 'UAC'
2. Amount ($): Enter the payment amount (bottom left)
3. Method Of Payment: Select method for how patient is paying paying (for Credit Card Manual enter last 4 digits of card, for Credit Card Open Edge select Entry Mode, or Personal Check enter Check #)
4. Payable Physician: Select Provider from dropdown & Save

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