PERMISSIONS: Clinic Staff must have Administrator, Billing Manager, Billing Assistant, Front Office, or Operations Manager Permissions assigned in order to manage Transactions.
Introduction to Menu Options: Apply Patient Payments
Apply Patient Payments allows you a quick and easy way to apply patient money. Patient Payments can be applied to any DOS with an invoice state at Bill Patient or a DOS that includes non-insurance billable charges. Patient payments may be applied to all DOS at once or just the selected DOS.
The figure below shows a DOS that is ready for patient payment application.
This DOS has a $187.00 balance that this due by the patient. Choosing Apply Patient Payment > To Selected Visit will bring up the reason dialog.
After entering the reason for applying the patient payment, the transactions to be applied will appear in a preview pane for your review. Clicking OK will add these transactions not the date(s) of service. Cancel will close the window without applying the patient payments.