Posting Split Payments

To split a payment between patients:

Find one of the patients for whom you want to post a payment and select Financials > Ledger. The Ledger for window is displayed.
Under Actions, click New Payment. The Post New Payment window is displayed.
In the Search field, type the name of an additional patient.
Select the patient. The Post New Payment window is displayed with all patients you have selected.

Post Split Payment

In the Amount Paid field, enter the amounts for each patient.
If you want the payment to be allocated to an existing payment plan, select the checkbox next to Select Payment Plan, and then use the drop-down list to select one of the patient's active payment plans.

Note:
-- The Select Payment Plan option is grayed out if a payment plan is not available.
-- You can also select to make a payment for a guarantee's payment plan.
Verify or correct the Acceptance Location, Acceptance Date, and Accounting Location fields.

Note:
-- The Acceptance Location for the payment is where the payment is taken and defaults to your logged-in location.
-- The Accounting Location for the payment is where the work was completed and where the payment is applied.
-- If the payment is being allocated to a payment plan, the Accounting Location defaults to the location that the payment plan is for and cannot be changed.
From the Payment Type drop-down list, select the type of payment.
If applicable, select a Payment Subtype from the list.

Note:
-- The Payment Subtype field is only displayed for certain payment types, including: Credit Card, Check, Insurance - Credit Card, and Mobile or Online.
-- For example, if your payment type is Mobile or Online, you can specify a subtype such as PayPal, Venmo, Zelle, Apply Pay, etc.
In the Reference field, enter a reference; for example, Deductible.

Note: Text you enter in the Reference field is displayed on patient statements and in financial reports.

In the Comments field, enter comments, if any.
Click Post Payment. The Split Payment Summary window is displayed for reference. You can select any patient to view his or her ledger.