Enter patient payments in the Scheduler

Post patient payments or print receipts directly from the scheduler section. In Application Credit Card Processing also available from the scheduler.  

 All payments posted in the appointment section post as account credits. Please reference our Post Patient Payment Help Article for steps on how to post patient payments.

Who can use this feature?

Users with the Patient Payments permission can post patient payments from the scheduler.


  1. Select Appointments > Scheduler.

  2. Click on the Search for appointments by patient or comment field and type in the patient’s name. Or click on the Advanced Search field and use the filters to narrow down your search.

  3. Locate and right-click on the appointment > Select Edit Appointment.

    You can also click on the appointment and select Edit .

  4. Click on the Payment tab.

  5. Enter the Payment information.

  6. Optional: Click the Print Receipt checkbox to print a patient receipt.

  7. Optional: Click the Specify separate copay and payment amount checkbox to post an amount as a “payment” and an amount as a “copay” at the same time.

  8. Enter the Received/Check Date.

  9. Optional: Add the Check #.

  10. Select the Payment Type.

    Create an Unapplied Copay Credit by selecting Copay, and populating the Date Of Service (DOS). Reference our Unapplied Copay Credits Help Articles for more information.

  11. Select the Source of the payment.

  12. Type a Memo.

  13. Click Save.

  14. Verify the credit information, then click Save.