Post a Patient Payment

Version 14.8

Posting a patient payment includes direct payments for balances or applying credits.

Post a Patient Payment

  1. Click on the Patient Accountbutton.
  2. Click on the Payments tab.
  3. Click the Insert Payment button .
  4. Click on the Patient tab.
  5. Choose the Payment Method from the drop down if applying a credit choose Patient Credit.

  1. Select the service line and date of service where patient will be posted. Oldest date of service will appear at the top.  

  1. Enter payment amount.

  1. Click the Save and Close button at the bottom right when finish to Exit.