Who Can Use This Feature?
Users with access permission for Payments can edit Payment Settings for their User.
Select Payment > Settings.
Click the Edit button.
Click the Copy Settings link to copy the current settings to another customer associated with your account.
Show a warning when posting a new insurance check that is a duplicate of an already entered check based on the payer, check date and check #?
If set to Yes, a warning will appear if you are posting a duplicate insurance check based on the payer, check date and check #.
Print the provider's Tax ID # on patient payment receipts?
If set to Yes, the providers Tax ID # will print on your payment receipts.
Keep the received/check date the same between insurance payments?
If set to Yes, the received and check date will stay the same between insurance payments. This may be used to default a specific date when posting multiple insurance payments from the same date.
Keep the received/check date the same between patient payments?
If set to Yes, the received and check date will stay the same between patient payments. This may be used to default a specific date when posting multiple patient payments from the same date.
Choose a Merchant Account from the drop-down menu
Select whether you want to receive a warning when no card number is entered.
When posting patient payments, default the payment type field to:
No default selection is selected, no payment type selection will populate when posting a patient payment.
Copay is selected, the "copay" payment type will populate when posting a patient payment.
Payment is selected, the "payment" payment type will populate when posting a patient payment.
Add patient to the recently opened list when adding claims to insurance checks?
If set to Yes, the patients “recently opened list” will be updated when adding a new claim to an insurance payment.
Change the payment source to Check on new payments when a check number is entered?
If set to Yes, the payment source will default to “Check” whenever text is entered into the Check # field.
- Click Save.