You can enter patient payments in three locations:
Under the Appointment Book: Right click “Patient Payment” and click “Patient Payment”.
Under the Patient Account screen: Next to their name, you will see a Patient Payment button.
Under Billing: Under posting, click “Patient Payment”.
Payment Detail Screen
Select the patient.
Post Date: Indicates the day that will appear on the Deposit Report.
Provider: Can be selected but not required. Good to use if you are trying to keep the providers payments separate.
Method: Cash, Check or Electronic
Reference Number: Is the Check Number
Check Date: Date the check was issued
Total Amount: Is the total amount of the check
Self-Pay Patient: The Self-Pay box will be checked and you can enter the amount the patient pays in the Total Amount box.
Insurance Patient: Enter the patient payment as a copay, DED or coinsurance.
Note Box: Allows you to enter notes about the payment.
Enter all patient payments when collected, but do not apply the insurance patient payments! Rather, apply the insurance patient payments when you apply insurance payments.
Apply payments only after you save and sign all doctor notes for cash patients.
Applying Payment
Cash Patients
To apply a payment immediately after saving a payment, click “Apply.”
If you saved the payment and are applying it at a later time, go to the Billing section and click “Find Payment”. Once you find the patient’s payment, click “Apply”.
Find the date of service where you wish to apply a payment. Go to the “This Payment” column and enter the amount.
Use the “Adjustment” column to record write-offs.
If you use Administrative Discounts or include tax, check the appropriate box to display the column. Select the discount before applying the payment.
Once the payment is applied, click “Save”.
Insurance Patients
Apply patient payments when you post the insurance payment.
On the insurance posting screen you will see a Patient Payment tab.
Click the tab to get to the patient posting screen, the dropdown box next to Patient Payments.
Select the payment you want to apply.
Use the COPAY, DED, and COINS columns to enter the amount you want to apply.
Use the Adjustment column to record any write-offs.
Click “Save”.