Post Patient Payment

  1. Select Payment > Post

  2. Fill in the option for Patient Payment.

  3. Click the  icon next to the Patient search field.

  4. Select the Patient.

  5. Enter the Payment Amount.

  1. Optional: Check the Print receipt box and select your print option to print or send a patient receipt.

  2. Enter the Received/Check Date.

  3. Optional: Add the Check #.

  4. 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.

  5. 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. 

  1. Type a Memo.

  2. 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