PERMISSIONS: Clinic Staff must have Administrator, Billing Manager, Billing Assistant, or Operations Manager Permissions assigned in order to manage Postings.
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Posting - Posted Payment Grid
Once a post date has been entered in the Payment Entry area, the Payment Grid will populate with any payments that have been entered for that day. If no payments have been entered yet, the grid will remain empty. As you enter payments they will appear in the grid as shown below.
Payment Grid
| Posted | The post date for the payment. |
| Source | The source or type of payment. |
| Amount | Amount of the payment. |
| Applied | The total amount that has been applied to patient accounts. |
| Carrier | If the payment is from a carrier the name of the carrier will be listed here otherwise it will be left blank. |
| Case ID | If the payment is from a patient the Case ID of the patient will be listed here otherwise it will be left blank. |
| Identifier | The identifier that was entered when the payment was posted. |
| Entry Ordinal | The ordinal of the payment. Useful when trying to figure out the order in which payments were entered. Clicking on this column will sort the grid in the order in which payments were entered. |
Right-clicking on the grid will bring up the following menu:
Payment Grid Menu
| Add Transaction | Launches the Payment Application dialog and allows the applying of payments to patient accounts. |
| Refresh | Refreshes the payment grid. Useful if another user is entering payments from another terminal. |
| View Payment Detail | View Payment Detail will display a report showing exactly where the money was applied and any adjustments that were made. |
| View Note | Allows you to add, edit and view a note associated with a given payment. |
| Edit Payment | Allows you to edit the payment information. NOTE €“ you must have the correct user permission to do this operation. |
| Delete Payment | Deletes the payment and removes any money that has been posted to patient accounts. Note this will also delete any associated adjustments as well. |
| Close | Closes the Payment Posting dialog. |
After a payment has been posted it must be applied to a patient’s case(s). Selecting a payment in the Payment Grid and selecting Add Transactions will take you to the Payment Application dialog.