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)
Emailing Receipt: The emailed receipt will specifically show payment information.
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.
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
Select Provider
Enter Amount
Method Of Payment: Select method for how patient is paying , Provider, Amount, Method of Payment
Optional: Create Family Share (See in Family Share UAC Section) Optional: Add or add a note
Click Save
Optional: Print or email a receipt to a patient (See Generating Receipts for more information)
Click “Done”
B. APPLYING A UAC CREDIT TO A PATIENT VISIT/CHARGE W/BALANCE OWING:
Click “Dates” under the Enc column.
A box will pop up with UAC Transactions, Family Share, UAC Posting.
Click on UAC Posting Tab
All balances from the Patient Balance Column will appear.
Enter in the amount of money you would like to post to each Visit/Extra Charge. Your UAC Amount and total Posted Amount will show at the top.
Click Adjust UAC and Click Yes to confirm.
You will receive a notification that the amount was posted successfully.
To View All UAC Details & Notes:
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Click on “Dates” under the Enc Column
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Under UAC Transactions you will see each Transaction.
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You are able to bulk delete UAC’s by clicking on Bulk Actions and Trash can icon. Select the dates you want to delete.
You can also delete a UAC by clicking on the ፧
3 dotsto the right of the date.
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See Patient Accounting for how to manage and apply UACs
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