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 and select your print option to print or send a patient receipt.
Enter the Received/Check Date.
Optional: Enter the Deposit Date.
The Deposit Date field represents the date the check was deposited into the practice’s/provider’s account. This field will default to be the same as the check date but may be edited to reflect any delays to ACH processing.Optional: Add the Check #.
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.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.
The Deposit Date field represents the date the check was deposited into the practice’s/provider’s account. This field will default to be the same as the check date but may be edited to reflect any delays to ACH processing.
Create an Unapplied Copay Credit by selecting Copay, and populating the Date Of Service (DOS). Reference our 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.