Posting Patient Payments in the Payment Application
From the Billing Manager Today screen, click Payments > Payment Application > Batch > New:
- Enter the Total Amount of the patient payment- for example, $50 ck#12345
- Select Patient- Example Wookie Miller
- Select the DOS that you want to post to
- Click Post one Detail at a time-
- Transaction: select method example Patient Payment, Payment 3 Check, Payment 4 Credit Card.
- The debtor will default to the patient name - for example, Wookie Miller.
- Click Add to post payment.
Posting Patient Payments from the WebApp
For users, such as a Front Desk personnel, posting patient payments received, follow the steps below. These would apply to user privileges without access to Billing Manager (Front Desk). Log in and click the Payments tab. Enter the Patient Account ...
SmartPay eCashiering Payment Posting
You should receive an email notification daily with a breakdown of any SmartPay patient payments. The payments automatically post into the patient's unapplied bucket. Example email notification: To post the daily list of payments, open a new ...
How do I delete a payment or batch that has been posted?
It appears that the batch has been posted successfully. Because all transactions saved remain in the software for auditing purposes, a transaction/batch can not be deleted. In this case, you would need to reverse the transactions in the Billing ...
User Guide - Billing Manager - ERA Posting
ERA Details ERA Lookup Practice managers and administrators can access ERAs' functionality from the main menu of Batch under Payment Application. To Access ERA Lookup On the Accounting menu, click Payment Application as shown in the ...
Enter Patient Co-pay Payment
Here are the steps for adding a patient copay after you have finished the claim. From the Billing Screen with Practice Management in the upper left corner -Click on Payments > Patient Payments -A small box will pop up, click New and now you can enter ...