Follow the steps below to balance all monies collected for a date of service. This process should be done prior to running the daysheet.
- Click the Billing button to open the e-Billing center.
- Click on the Current Receipts tab .
- OP will automatically sum the total payments for each payment method. Be sure to verify patient payment totals as well as insurance payment totals.
- Click expand grid at the bottom to view payment details.
- Reconcile the totals, by method of payment, against your physical monies received for the day.
|Note: You can isolate payments by any of the set parameters (including date, staff member, provider, location, etc) by simply selecting that parameter from the corresponding dropdown list.|
- Or drag and drop columns to the gray header.
- Click the Print Gridbutton for a copy.