Working with Charges and Payments
Posting Payments at Checkout
Related Training
Posting Charges, Payments, and Adjustments Recorded Class
Posting Payments to Multiple Locations Recorded Class
Posting Payments and Pre-Payments Recorded Class
To post a payment at checkout:
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After changing the Appointment Status to Complete, the patient is placed in the Checkout Queue.
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If more than one patient is displayed, click the patient you want to check out. The Checkout window is displayed.
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Click Take Payment. The Post New Payment window displays the procedures attached to the appointment. In the Search to add procedures field, you can add additional procedures.
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In the Amount Paid field, enter the amount.
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In the Location field, confirm the location.
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In the Acceptance Date field, confirm the date.
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From the Payment Type drop-down list, select the type of payment.
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In the Reference field, enter a reference, if necessary; for example, Deductible.
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Text you enter in the Reference field is displayed on patient statements and in financial reports.
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In the Comments field, enter comments, if any.
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Click Post Payment.
Important: If you are signed up to use Payment Manager for Sensei Cloud, the posting process is different. For more information, see the Sensei Cloud Payment Manager Getting Started Guide.
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