Posting Payments to a Payment Plan

To post a payment to the payment plan, highlight the Payment# you wish to apply the payment to and click Tag/Untag Highlighted, or double click the payment # to tag with . NOTE: If the payment exceeds a single payment installment, tag several payment numbers to encompass the payment received.

Posting Payments > Payment Plan > Payment Posting

Then click Post Payment(s) to Tagged.

Posting Payments > Payment Plan > Payment Posting > Post Payment to Tagged

Step 1 – Enter Payment Amount & Type

Payment Amount: Should default depending on the number of payment installments you tagged. 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, or AMEX 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 Payment Plan > Down Payment > 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.

The payment date and amount will now show on the payment plan screen along with the payment amount(s).

If you wish to delete a payment, tag the payment(s) to delete and click Undo Payment(s).

NOTE: This will remove the payment from the payment plan but you will need to delete the payment from the visit manually.