Select Payment > Post.
Fill in the option for Patient Payment.
Click the
icon next to the Patient search field.Select the Patient.
Enter the Payment Amount.
icon next to the Patient search field.Optional: Check the Print receipt box to print a patient receipt.
Add the Received/Check Date.
Optional: Add the Check #.
Select the payment Type followed by the Source of the payment.
If In-application Credit Card Processing is enabled, complete one of the following options:Option 1: Place your cursor in the “Card#” box and swipe the patient’s credit card.
- Option 2: Manually enter the credit card number followed by the expiration date.
You will not see a confirmation if the transaction if successful. The system will alert you if the transaction fails or you attempt to make a credit card payment without entering the complete card information.
If Type a Memo.
Choose one of the following actions from to complete further steps: Credit Account (Apply Later), Apply Automatically, Apply Manually - To Charges, Apply Manually - To Payment Plans.