Add & Allocate a Client Payment

You will learn the quickest way to add a client payment and immediately allocate that payment to specific service line(s).

1. Go to the Payments Module.
2. Click once on the clients name to highlight it, then click Add.
   • A New Payment window will open.
     
     
      
3.  Reference: Enter a check number, EFT #, anything that will identify this payment.
4.  Type: Select the Type of payment.
5.  Payer: Select the correct payer option:
   • If the client is paying towards a copay, coinsurance or deductible, leave the payer as Copay, Coinsurance, Deductible.
   • If the client is a private pay, select that payer from the drop-down.
     • Private Pay must be on file in the Clients Module, Payer tab to choose this option. 
6.  Amount Received: Enter the full amount of the payment.
7.  Notes: This is optional.
8.  To complete the payment...
   • If you are using an integrated electronic payment partner, follow the instructions for processing a payment with your partner:
     • Vantage: Process an Electronic Client Payment with Vantage Payments 
       • After saving the payment, return to this article to complete the remaining steps below.
   • If you are not using the Electronic Client Payment tool, click Save.
     • The Payments Window will open. 
       
       
        
9. Locate the service line to allocate this payment. 
10. Choose new to create a new transaction.
    • A blue box with the payment you just saved will open.
      
      
       
11.  Select the payment.
12.  Enter the payment amount (for this service) in the box. 
    
    
     
13. Click Save. 
    • A green Saved box will appear on this line as confirmation. 
    • If there is a remaining balance on this service line, the system will prompt you for an adjusting entry.
      • If you would like to adjust off the difference, choose save to record the adjustment.
      • If you would like to change the transaction type of this adjustment, clicking on the down arrow to the right of adjustment.
      • Or, if you would like to cancel this prompt, simply refresh your screen.