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.
  

• Related Articles

• 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 ...

• 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 following figure. ...

• Post Payment / Move Payment from Unapplied

   Here are the steps for posting Unapplied Payments: 1. Unapplied payments can be posted using the Payment Application. You can get there by clicking on Payments, Payment Application.  2. Now Click on Batch, then select New to make the Batch Proof ...

• Posting an Unprocessed ERA

  Here are the steps to Manually post an Unprocessed ERA. Watch our Training Video. From the Billing Manager > Payment Application > ERA's > Unprocessed> Refresh ERA List> Double Click on the Aetna ERA If the ERA does not need to be posted as it is a ...

• Unapplied Payment Posted in Error

  Correcting an Unapplied Payment Posted in Error To fix this problem, first, you need to post the unapplied payment, and then you can reverse it off. Please use the following steps: Login to PracticeAdmin Select the “Claims” tab Select “Launch ...