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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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  • 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)

    • Emailing Receipt: The emailed receipt will specific ally specifically show payment information.

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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):

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