Post Patient Payments

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 to print a patient receipt.

  2. Add the Received/Check Date.

  3. Optional: Add the Check #.

  4. 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.

  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

Credit Account (Apply Later)

Selecting this option will apply the payment as an account credit towards the patient's account. This account credit can be applied to a charge at a later time. 

After adding the patient payment, follow the steps below to apply the payment as an account credit.

  1. Click the Credit Account (Apply Later) button.

  2. When the Account Credit Information window opens, make any necessary changes.

    1. Due To: Select who the credit will be due to (Patient or Insurance).

    2. Memo: By default, the memo line will automatically appear as an account credit and can be modified as deemed necessary.

    3. Provider: For reporting purposes, select the Provider the payment will be posted under.

    4. Office: For reporting purposes, select the Office Location the payment will be posted under.

  3. Click Save.


Once ready to apply the account credit, reference the Apply Account Credit Help Article.

Apply Automatically

Selecting this option will allow you to automatically distribute the payment towards outstanding charges or payment plans.

After adding the patient payment, follow the steps below to apply the payment automatically. 


  1. Click the Apply Automatically button.

  2. Select one of the following options from the drop-down menu:

    Place a check in the “Show a preview” checkbox to see a preview of how your payment will be applied.

    1. Apply charges to DUE PATIENT (starting with the oldest): This option will apply the payment to the oldest charges that are set to “Due Patient”.

    2. Apply to charges DUE INSURANCE (starting with the oldest): This option will apply the payment to the oldest charges that are set to “Due Insurance”.

    3. Apply to PAYMENT PLANS: This option will apply the payment to the oldest installments associated with the patient’s payment plan. For more information please reference the Payment Plan Help Article

  1. If the Account Credit Information window opens, make any necessary changes.

    The account credit information window will only be available when the payment amount is greater than the patient's outstanding charge or payment plan balance. An account credit will only be created if there is any payment amount left over after the payment.

    1. Due To: Select who the credit will be due to (Patient or Insurance).

    2. Memo: By default, the memo line will automatically appear as an account credit and can be modified as deemed necessary.

    3. Provider: For reporting purposes, select the Provider the payment will be posted under.

    4. Office: For reporting purposes, select the Office Location the payment will be posted under.

  2. Click Save.


Apply Manually - To Charges

Selecting this option will allow you to manually apply the patient payment towards a specific charge. 

After adding the patient payment, follow the steps below to manually apply a patient payment to a charge.


  1. Click the Apply Manually button > Select Apply to Charges.

  2. All of the patient’s charges will be displayed.

    To constrain the results of returned claims, click on the Filter Charges button and populate a Date of service. You can also narrow down the results by checking the box to only include dependent’s transactions, show debits, or include paid charges.  

  1. Enter the desired payment amount next to each charge.

    If the full payment is not applied the balance will be left as a credit.

  2. Click Save Payment.


Apply Manually - To Payment Plans

Selecting this option will allow you to manually apply the patient's payment towards a payment plan. 

After adding the patient payment, follow the steps below to manually apply a patient payment to a payment plan. 

  1. Click the Apply Manually button > Select Apply to Payment Plans.

  2. The patient’s Payment Plan will be displayed.

  3. Type the amount in the Apply Payment field.

  4. Click Save Payment.