{"id":900,"date":"2020-01-28T23:56:24","date_gmt":"2020-01-28T23:56:24","guid":{"rendered":"https:\/\/paydc.com\/paydcsupport\/?page_id=900"},"modified":"2020-08-04T18:38:11","modified_gmt":"2020-08-04T18:38:11","slug":"patient-payment","status":"publish","type":"page","link":"https:\/\/paydc.com\/paydcsupport\/billing\/posting\/patient-payment\/","title":{"rendered":"Patient Payment"},"content":{"rendered":"<div class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/444630125\" width=\"640\" height=\"361\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe>[\/vc_column_text][vc_column_text]You can enter patient payments in three locations:<\/p>\n<p><strong>Under the Appointment Book:<\/strong> Right click \u201cPatient Payment\u201d and click \u201cPatient Payment\u201d.<\/p>\n<p><strong>Under the Patient Account screen:<\/strong> Next to their name, you will see a Patient Payment button.<\/p>\n<p><strong>Under Billing:<\/strong> Under posting, click \u201cPatient Payment\u201d.<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row css=&#8221;.vc_custom_1596565297902{margin-top: 25px !important;}&#8221;][vc_column][vc_column_text]<\/p>\n<h3>Payment Detail Screen<\/h3>\n<p><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/444630141\" width=\"640\" height=\"480\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><br \/>\nSelect the patient.<\/p>\n<p><strong>Post Date:<\/strong> Indicates the day that will appear on the Deposit Report.<\/p>\n<p><strong>Provider:<\/strong> Can be selected but not required. Good to use if you are trying to keep the providers payments separate.<\/p>\n<p><strong>Method:<\/strong> Cash, Check or Electronic<\/p>\n<p><strong>Reference Number:<\/strong> Is the Check Number<\/p>\n<p><strong>Check Date:<\/strong> Date the check was issued<\/p>\n<p><strong>Total Amount:<\/strong> Is the total amount of the check<\/p>\n<p><strong>Self-Pay Patient:<\/strong> The Self-Pay box will be checked and you can enter the amount the patient pays in the Total Amount box.<\/p>\n<p><strong>Insurance Patient:<\/strong> Enter the patient payment as a copay, DED or coinsurance.<\/p>\n<p><strong>Note Box:<\/strong> Allows you to enter notes about the payment.<\/p>\n<p>&nbsp;<\/p>\n<p>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.<\/p>\n<p>Apply payments only after you save and sign all doctor notes for cash patients.[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<h3>Applying Payment<\/h3>\n<p><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/444630123\" width=\"640\" height=\"361\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/p>\n<p><strong>Cash Patients<br \/>\n<\/strong>To apply a payment immediately after saving a payment, click \u201cApply.\u201d<\/p>\n<p>If you saved the payment and are applying it at a later time, go to the Billing section and click \u201cFind Payment\u201d. Once you find the patient\u2019s payment, click \u201cApply\u201d.<\/p>\n<p>Find the date of service where you wish to apply a payment. Go to the \u201cThis Payment\u201d column and enter the amount.<\/p>\n<p>Use the \u201cAdjustment\u201d column to record write-offs.<\/p>\n<p>If you use Administrative Discounts or include tax, check the appropriate box to display the column. Select the discount before applying the payment.<\/p>\n<p>Once the payment is applied, click \u201cSave\u201d.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Insurance Patients<br \/>\n<\/strong>Apply patient payments when you post the insurance payment.<\/p>\n<p>On the insurance posting screen you will see a Patient Payment tab.<\/p>\n<p>Click the tab to get to the patient posting screen, the dropdown box next to Patient Payments.<\/p>\n<p>Select the payment you want to apply.<\/p>\n<p>Use the COPAY, DED, and COINS columns to enter the amount you want to apply.<\/p>\n<p>Use the Adjustment column to record any write-offs.<\/p>\n<p>Click \u201cSave\u201d.[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text][\/vc_column_text][vc_column_text]You can enter patient payments in three locations: Under the Appointment Book: Right click \u201cPatient Payment\u201d and click \u201cPatient Payment\u201d. Under the Patient Account screen: Next<span class=\"excerpt-hellip\"> [\u2026]<\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":896,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-900","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/pages\/900","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/comments?post=900"}],"version-history":[{"count":17,"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/pages\/900\/revisions"}],"predecessor-version":[{"id":1352,"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/pages\/900\/revisions\/1352"}],"up":[{"embeddable":true,"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/pages\/896"}],"wp:attachment":[{"href":"https:\/\/paydc.com\/paydcsupport\/wp-json\/wp\/v2\/media?parent=900"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}