We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

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.