Manage Patient Payments

The Manage Account screen gives you options of moving a patient payment from one procedure charge to another procedure charge. This is helpful if you applied a patient payment to the wrong charge in error, or if the patient requests the payment be posted to another charge. Any unapplied amount will be converted into an account credit.

The default memo line for new payment record(s) created as part of the move transaction will indicate that it was created as a result of a payment move and include the DOS & CPT that the original payment was previously applied to.

Follow the steps below to move a patient payment to another charge..

1. Select Patient > Manage Account.

2. Use the Search field to search through your patients or insured.

    Place a check in the “Include inactive patients” box to include inactive patients in your search results.

3. Select the Patient.

4. Under Transaction Listing locate the DOS, then the procedure and click the expand arrow.

   Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.

5. Select the Payment.

6. Click the Move Payment button.

   1. Apply the payment to one of the available charges using one of the two methods.

      1. Click the Apply Remaining link to automatically to the patients oldest outstanding charge.

      2. Locate a specific charge and enter the payment amount into the Apply Payment column.

         Want to convert this payment into an account credit? Any unapplied amount will be converted into a patient account credit. 

   2. Click Done.

7. Click Save.

1. Select Patient > Manage Account.

2. Use the Search field to search through your patients or insured.

   Place a check in the “Include inactive patients” box to include inactive patients in your search results.

3. Select the Patient.

4. Under Transaction Listing locate the DOS then the procedure and click the expand arrow.

   Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.

5. Select the Payment.

6. To update the payment type, fill in the option under Payment Type.

7. To update the check #, edit the check information within the Check # field.

8. To update the provider, use the Provider drop-down menu.

9. To update the office location, use the Office Location drop-down menu.

10. To update the payment date, click on the Calendar icon and select a new date.

11. To update the memo line, edit the text in the Status / Memo column.

12. Click Save.

The Manage Account screen gives you the option to delete any payment made to the patient’s account in error. Deleted Payments can be un-deleted from this screen as well.

1. Select Patient > Manage Account.

2. Use the Search field to search through your patients or insured.

   Place a check in the “Include inactive patients” box to include inactive patients in your search results.

3. Select the Patient.

4. Under Transaction Listing locate the DOS, then the procedure and click the expand arrow.

   Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.

5. Select the Payment.

6. Check the Delete Transaction box.

7. Click Save.

1. Select Patient > Manage Account.

2. Use the Search field to search through your patients or insured.

   Place a check in the “Include inactive patients” box to include inactive patients in your search results.

3. Select the Patient.

4. Click the Options button and Check the Show deleted transactions.

5. Under Transaction Listing locate the DOS, then the procedure, and click the expand arrow.

   Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.

6. Uncheck the Delete Transaction box.

7. Click Save.