Version 14.19
 This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page. |
About Adding Payments and Adjustments
Path: Billing, Practice Management or Clinical tab > Patient Chart button > Payments > New Payment button
Path: Billing tab > Bulk Payments button
The Add Payments and Adjustments window posts payments or adjusts amounts on a patient account. Posting a patient payment includes direct payments for balances or applying credits. Payments are separated by the patient or insurance tabs.
Adding Payments and Adjustments Map
Number | Section | Description |
1 | Payment | The Payment fields input the payments made by the patient or the insurance. Select the Patient or Insurance tab before inputting the payment information. |
2 | Patient tab | Lists the payments a patient has made toward Claims on the patient’s account. |
3 | Insurance tab | Lists the payments the insurance has made toward Claims on the selected patient’s account. |
4 | Save + Close and Cancel Buttons |
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Version 14.10
About Add Payments and Adjustments
Path: Smart Toolbar > Account button > Payments tab > + Payment button
The Add Payments and Adjustments window posts payments or adjusts amounts on a patient account. Posting a patient payment includes direct payments for balances or applying credits. Payments are separated by the patient or insurance tabs.
Adding Payments and Adjustments Map
Number | Section | Description |
1 | Payment | The Payment fields input the payments made by the patient or the insurance. Select the Patient or Insurance tab before inputting the payment information. |
2 | Patient tab | Lists the payments a patient has made toward Claims on the patient’s account. |
3 | Insurance tab | Lists the payments the insurance has made toward Claims on the selected patient’s account. |
4 | Save + Close and Cancel Buttons |
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