3.14 Deposits
The Deposits page will provide a list of all payments posted in the billing system. This includes Insurance Co. EOB/ERA Checks, and all types of patient payments. This page is used to track accounting & payments can be deposited as confirmed accounts receivable. This page pulls the information by the post date.
Go To: BILLING > PAYMENTS > DEPOSITS
To Mark Payments as Deposited Accounts Received:
New Payments: Click the individual desired check boxes for payments to include, or click the top header check box to 'Select All'.
Click Deposit tab.
You can also print the report by clicking the Print tab.
To View Past Deposits:
Deposits: Click on 'Deposited'.
From Date & To Date: Enter the desired date range.
Check Types: Click on dropdown to select paper EOB checks, or electronic ERA checks.
You can also filter by Provider under 'User' & selecting the Provider/Filter.
Click the Go tab to fetch results.