Post a Patient Payment

Version 14.19

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

Post a Patient Payment

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

  1. Use the Payment Method dropdown to choose how the payment is being made. 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 simply entering the adjustment amount in the Adjust field. The Adj Reason field is used to reflect the reason (chosen from the dropdown within the field) for the adjustment. If a payment is not being posted, but rather only an adjustment is being posted, select Pay Method AD Adjustment Only.
  1. Click the Save + Close button to save your entry and exit the window.
Version 14.10

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.