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 payment batch in Payment Application with a $0 batch proof.
Select New to start a new payment entry and click the red Unapplied Pmts button to see all unapplied payments. This table can be sorted by Name, Acct Number, etc., to locate the account on the Patient Payment Report email.
Sort any column in the unapplied payments table by clicking on the header. Then scroll to locate any payment from the Patient Payment Report email.
Locate the account number for the first payment on the Patient Payment Report email and locate the payment in the Unapplied Pmts. Next, highlight the unapplied payment by Account Number and Amount, and click OK.
Next, locate the service line(s) with the patient as the debtor that matches the Unapplied Payment amount, highlight the line and click the +Add button. (PA will default the Post one detail at a time checkbox, the Payment transaction, and the amount matching the unapplied payment.)
You should now see the payment transaction added to the grid history, and the balance of the service line should change to $0.
Save the transaction and Repeat the steps above to post the daily payments received.
Watch these steps demonstrated in the video here
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 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 Payment Plans
When a Smartpay customer has set up a payment plan in the eCashiering system, it will appear as a recurring payment. If you would like the payment plan details and balance to appear on the patient's statements, run the custom report "Payment Plans ...
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 ...
Posting Unapplied Payments
How to Post Unapplied Payments: 1. Unapplied payments can be posted using the Payment Application you can get there by clicking on “Practice Management”, Select “Accounting”, and then select “Payment Application.” 2. Next Click on “Batch”, and then ...