Configure Payment Settings

Payment Settings enables you to configure global default payments settings within CMD. These settings allow you to really personalize and make the payment screen work for you and your workflow. There are two sections of settings you can configure customer payment settings and user payment settings. Customer Payment Settings are the settings that will be the same for all users within the practice. User payment settings are unique to each individual user and do not carry over to other users.

Who Can Use This Feature? 

Users with access and modify permission for Practice can edit Payment Settings for Customer. 


  1. Select Payment > Settings

  2. Click the Edit button.

    1.  Click the Copy Settings link to copy the current settings to another customer associated with your account.

    2. Allow users to post insurance payments without the check # populated? 

      1. If set to No, users will not have the ability to post payments without entering the check #.

    3. Automatically create an information line when entering deductible amount with insurance payment?

      1. If set to Yes, an information line will be added to the payment when adding a deductible amount to the insurance payment.

    4. When applying an account credit, default the received date to the date the original payment was received? By default, the received date will be set to the date the credit is applied. (This is typically for reporting purposes). 

      1. If set to Yes, the received date for an account credit will default to the date the original payment was received.

    5. Automatically calculate insurance adjustments for non-primary payments based on the allowed amount and the charge balance? (This is typically not the correct adjustment amount for secondary payers). 

      1.  If set to Yes, the insurance adjustments will be automatically calculated based on the difference between the allowed amount and the change balance. 

    6. When an account credit is created from an overpayment, by default assign the account credit to:  

      1.  Use the drop-down menu, to default where an account credit should be assigned if the account credit was created from an over payment.

    7. Show payer alerts to users in the following situations:  

      1.  Place a check in the box(es) to determine when payer alerts should appear to users when posting payments.


  3. Click Save.