Working with Charges and Payments
To post a payment:
With the patient record open, click Financials. The Ledger for window is displayed.
Click New Payment. The Post New Payment window is displayed. In the Amount Paid field, enter $300.00.
In the Location field, confirm the location.
In the Acceptance Date field, confirm the current date.
From the Payment Type drop-down list, select Credit Card.
In the Reference field, enter a reference; for example, Co-pay.
Leave the Comments field blank.
Click Post Payment.
To correct a payment posted in error:
With the patient record open, click Financials. The Ledger for window is displayed.
Click on the payment line to view the payment details. The Payment Details window is displayed.
Select Adjust This Payment in the upper-right corner of the window. The Adjust This Payment window is displayed.
Select Wrong Amount.
In the New Amount field, enter $400.00.
In the Comments field, type Corrected dollar amount posted in error.
Click Adjust Payment.
To run the Daysheet:
On the location’s Home tab, click Financials.
Select Daysheet. The Financial Daysheet window is displayed.
Verify the information in the Daysheet.
Click Close the day for Location.
Adjusting Charges Posted in Error
Entering Bulk Insurance Payments
Adjusting Payments Posted in Error