Find & Allocate a Client Payment (That Was Previously Added)

Overview

Apply Credits To Client Balance

1. Go to the Payments Module.
2. At the top of the screen change the drop-down View to Payments.
3. Change the drop-down Show to Private Pay Only.
4. Locate the payment you wish to allocate.
   • To verify that there are credits left on this payment, check to see if there is a dollar amount in the unallocated (credit) column.  
5. Double-click on the line (where there is not a blue line).
   • The Payments Window will open.
   • You will see the payment information (reference, amount, posting date) in the top section of the screen.
   • You should also see Overpay Credits listed for the Payer: Copay, Coinsurance, Deductible, in the Payer section. 
6. To view only unpaid service lines for this client, in the clients section, change Show: Unpaid.
   • The unpaid service lines for this client will now appear below.
7. To view only service line for this payer, in the client section, change Show All to Show Payer Only.
   • This payer should be Copay, Coinsurance, Deductible or some other self pay payer.
8. Locate the service line you would like to allocate the payment to.  
9. Choose new to create a new transaction.
   • A window listing previously saved payments will open.
     
     

10. Choose the payment you are allocating from list. 
    • If you do not see the payment, choose select other payment... to search for other payments. 
    • The transaction type will default to Payment.
11. Enter the dollar amount in the Amount column.
12. Click save.
    • A green SAVED box will appear to indicate the transaction was saved.
13. Close the window.