8.11 Deposits: Managing Posted Payments

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.
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.