Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

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.