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.

Posting a Patient Payment

Version 14.19

Patient payments are either posted directly or by applying patient credits. 

Posting a Patient Payment

  1. From the Billing, Clinical, or Practice Management tab, click the Patient Chart button.
  2. Search for and select the Patient.
  3. Click Payments.
  4. Click the New Payment button. The Add Payments and Adjustments window is displayed.
  5. If the Insurance tab is selected and the backdrop of the window is green, click the Patient tab.

  1. Select an Option (how the payment is being made) from Payment Method drop-down menu. If the payment is being applied from a patient credit, select PC Patient Credit.
  2. Enter the Payment Amount in the Payment field on the appropriate claim line.
Note: The Pay in Full button may be used to quickly apply all available patient credits to patient balances.

Note: Patient Adjustments are also entered in this window by entering the adjustment amount in the Adjust field. The Adj Reason field is used to reflect the reason (selected from the drop-down menu) for the adjustment.If only an Adjustment is being posted, select Pay Method AD Adjustment Only.
  1. Click the Save + Close button to save your work and exit the window.

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

Posting a Patient Payment

  1. Click the Patient Accountbutton.
  2. Click the Payments tab.
  3. Click the Insert Payment button .
  4. Click on the Patient tab.
  5. Choose the Payment Method from the drop-down menu. If applying a credit, select Patient Credit.

  1. Select the Service Line and Svc.Date where the Patient will be posted. The oldest date of service is displayed at the top.  

  1. Enter the Payment Amount in the Payment field.

  1. Click the Save and Close button to exit the window.