Selecting this option will allow you to manually apply the patient payment towards a specific charge.
After adding the patient payment, follow the steps below to manually apply a patient payment to a charge.
Click the Apply Manually button > Select Apply to Charges.
All of the patient’s charges will be displayed.
To constrain the results of returned claims, click on the Filter Charges button and populate a Date of service. You can also narrow down the results by checking the box to only include dependent’s transactions, show debits, or include paid charges.
Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.
Enter the desired payment amount next to each charge.
If the full payment is not applied the balance will be left as a credit.
Click Save Payment.
If this is a payment to a charge assigned towards a collections agency, a pop up will ask if the payment is from the (collection agency name).
Want to learn more about the additional actions buttons on the bottom of the screen? Visit our Additional Payment Actions Help Article.