3.1 Collecting Patient Payments
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 and reason
Post Payment To 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.
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)
To email a detailed receipt, you will need the last 4 digits of the social security number on file. If the last 4 digits of the social security number is not on file, the patient will receive a receipt of payment only.
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, 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