Patient Payments

Click Add PT Payment to enter a payment from the patient.

NOTE: this method should not be used if a payment plan is being used, see instructions under Payment Plan

Posting Payments > Patient Payments

Step 1 – Enter Payment Amount & Type

Payment Amount: Should default to the current patients balance. Change this amount if different.

Payment Type: Select by clicking on the bullets to the left of the applicable payment type.

NOTE: If Check, Visa, MC, AMEX or DISCOVER are selected Check or Authorization number will be required.

Step 2 – Verify Payment Amounts for each Charge

The payment amount should distribute automatically among the listed charges. However if the payment is not distributed correctly, double click under each Pay Amount until they are correct.

NOTE: ALL Pay Amounts in this list MUST equal the Payment Amount at the top of the payment screen. If you get the following error your individual Pay Amounts in Step 2 will need to be corrected to equal the total Payment Amount.

Posting Payments > Patient Payments > Error

Optional Info:

You can enter a Note for this payment, change the Payment Date if other than default, which is date entered, and change the Paid By source by clicking on the look up folder to select another Billing Party.

Click OK to save this payment.