Apply Automatically

Selecting this option will allow you to automatically distribute the payment towards outstanding charges or payment plans.

After adding the patient payment, follow the steps below to apply the payment automatically. 


  1. Click the Apply Automatically button.

  2. Select one of the following options from the drop-down menu:

    Place a check in the “Show a preview” checkbox to see a preview of how your payment will be applied.

    1. Apply charges to DUE PATIENT (starting with the oldest): This option will apply the payment to the oldest charges that are set to “Balance Due Patient” or "Pending Patient".

    2. Apply to charges DUE INSURANCE (starting with the oldest): This option will apply the payment to the oldest charges that are set to “Due Insurance”.

    3. Apply to PAYMENT PLANS: This option will apply the payment to the oldest installments associated with the patient’s payment plan. For more information please reference the Payment Plan Help Article

  1. If the Account Credit Information window opens, make any necessary changes.

    The account credit information window will only be available when the payment amount is greater than the patient's outstanding charge or payment plan balance. An account credit will only be created if there is any payment amount left over after the payment.

    1. Due To: Select who the credit will be due to (Patient or Insurance).

    2. Memo: By default, the memo line will automatically appear as an account credit and can be modified as deemed necessary.

    3. Provider: For reporting purposes, select the Provider the payment will be posted under.

    4. Office: For reporting purposes, select the Office Location the payment will be posted under.

  2. Click Save.