Working with Charges and Payments

Skill Sharpeners

Exercise 1:  The patient owes £400 on the most recent treatment. Post the payment.

To post a payment:

1. With the patient record open, click Financials. The Ledger for window is displayed.

2. Click New Payment. The Post New Payment window is displayed. In the Amount Paid field, enter £300.00.

3. In the Location field, confirm the location.

4. In the Acceptance Date field, confirm the current date.

5. From the Payment Type drop-down list, select Credit Card.

6. In the Reference field, enter a reference.

7. Leave the Comments field blank.

8. Click Post Payment.

Exercise 2:  You realize that you have made an error in the patient's posted payment, so you must correct it.

To correct a payment posted in error:

1. With the patient’s record open, click Financials. The Ledger for window is displayed.

2. Click on the payment line to view the payment details. The Payment Details window is displayed.

3. Select Adjust this Payment in the upper-right corner of the window. The Adjust this Payment window is displayed.

4. Click Correct Information.

5. In the Amount field, type £400.

6. In the Comments field, type Corrected dollar amount posted in error.

7. Click Adjust Payment.

Exercise 3:  At the end of the day, you want to run the final Daysheet.

To run the Daysheet:

1. On the location’s Home tab, click Financials.

2. Select Daysheet. The Financial Daysheet window is displayed.

3. Verify the information in the Daysheet.

4. Click Close the day for Location.

 

Related Topics

Posting Charges at Checkout

Posting Charges to the Ledger

Adjusting Charges Posted in Error

Posting Payments at Checkout

Posting Split Payments

Posting Applied Payments

Adjusting Payments Posted in Error

Transferring Patient Balances

Sending and Receiving NHS EDI Claims

Generating Statements

Printing Group Billing Statements

Closing the Day