Post New Payment to a Claim

Who can use this feature?

Users with the Patient Payment permission can post patient payments within the Claim section. 

Follow the steps below to add patient payments to a claim.

  1. Select Claim > Claim.

  2. Use the Search field to search for your claim. 

    Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.

  3. Open the claim.

  4. Click on the Payment tab from the side panel.

  5. Fill in the button for Post New Payment to Claim.

  6. Enter the Payment Amount.

  7. Populate the Payment Received Date.

  8. If applicable, enter the Check #.

  9. Select the payment Type.

  10. Select the Source of the payment.

    If the In-app Credit Card Processing feature is enabled, after saving the payment, you will needed to enter the card information into the Enter Payment Window pop-up. For a detailed step by step guide, please reference the Processing a Credit Card Payment & Printing Receipts Help Articles

  11. Update the Memo field as needed.

  12. Click Save.