Adding Payments and Adjustments

Version 14.19

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

  • Click the Save + Close button to save the new payment information and close the Add Payments and Adjustments window. 
  • Click the Cancel button to 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.

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

  • Click the Save + Close button to save the new payment information and close the Add Payments and Adjustments window. 
  • Click the Cancel button to close the window without saving changes in the Add Payments and Adjustments window.