Add Payments and Adjustments

Version 14.19

About Add Payments and Adjustments

Path: Billing tab  > Patient Chart button > Payments > New Payment button
Path: Billing tab  > Bulk Payments button
Path: Practice Management tab  >  Patient Chart button > Payments > New Payment button
Path: Clinical tab  >  Patient Chart button > Payments > New 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.

Add Payments and Adjustments Map

Number

Section

Description

1

Payment

The Payment fields input the payments made by the patient or the insurance. Be sure the Patient or Insurance tab is selected before inputting the payment information. 

2

Patient tab

The Patient tab lists the payments a patient has made toward claims on the patient’s account.

3

Insurance tab

The Insurance tab lists the payments the insurance has made toward claims on the selected patient’s account.

4

Save + Close and Cancel Buttons

  • Clicking the Save + Close button saves the new payment information and closes the Add Payments and Adjustments window. 
  • The Cancel button closes the window without saving changes in the Add Payments and Adjustments window.
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.

Add Payments and Adjustments Map

Number

Section

Description

1

Payment

The Payment fields input the payments made by the patient or the insurance. Be sure the Patient or Insurance tab is selected before inputting the payment information. 

2

Patient tab

The Patient tab lists the payments a patient has made toward claims on the patient’s account.

3

Insurance tab

The Insurance tab lists the payments the insurance has made toward claims on the selected patient’s account.

4

Save + Close and Cancel Buttons

  • Clicking the Save + Close button saves the new payment information and closes the Add Payments and Adjustments window. 
  • The Cancel button closes the window without saving changes in the Add Payments and Adjustments window.