Post Patient Payments

When a Patient makes a payment, it may either be applied to a specific service or used to pay down all or a portion of their outstanding balance. Perform the following steps to enter a Patient Payment:

1. From the Transactions menu on the left side of the screen, select Payments & Adjustments.

The Payment & Adjustment Batches list will appear, as shown below.

2. Open or create the Batch into which you want to enter the

The Transaction Batch screen will appear, as shown below.

3. Click Add.

The Select Encounter Services screen will appear, as shown below.

4. Enter the Patient ID, Guarantor, or Billing Account and click Search to show a list of open charges.
5. Select the Service(s) to which you are applying the payment (to select multiple rows, click and drag down the rows you wish to highlight; if not consecutive, hold down the Ctrl key while clicking on the desired rows).
6. Click Post Transactions.

The Payments & Adjustments screen will appear, as shown below.

1. Fill in the Batch section in the top half of the screen.
   • Transaction Code: select the method of payment from the drop-down.
   • Payer Reference: Enter identifying information (e.g. check number, credit card type, etc.)
   • Amount: Enter the total amount paid.
2. Fill in the Payments & Adjustments section in the bottom half of the screen.
   • Amount: You can either manually enter individual amounts for each Service or click the Spend Down button on the toolbar to automatically allocate the total dollar amount.
3. Click Save & Close.

Note: You can only save if the total dollar amount matches the sum of the amounts on the Service lines, as indicated by a zero in the Remaining field.