Posting Payments > Posting Payments from Patients

Payments by Cash

Although you probably will not receive many cash payments in the mail, a patient might stop by to make a cash payment.

To process a payment in cash:

1. In the Patient List window or the Patient window, select the patient who is submitting a payment.

2. Click Transactions. The Transactions List window is displayed.

3. Click Payments in the Options section of the Express bar. The Payments window is displayed.

4. Select the Personal option. The Payments - Personal Payment window is displayed.

5. Enter data in the following fields:

• CodeCode—Select 1 Cash from the drop-down list.

• AmountAmount—Enter the amount of the payment.

• DateDate—Make sure the current date is displayed.

6. Select your preference:

• To post the payment to a patient’s balanceTo post the payment to a patient’s balance...click Amount and type the amount in the appropriate row of the Amount column.

• To post the cash payment to the account balanceTo post the cash payment to the account balance...click By Age. The payment is distributed so the oldest balance is paid first.

7. Click Post. The Payments window is displayed.

8. Click Close. The Transactions window is displayed with the transaction that you just posted.

 

Related Topics

Payments by Check

Payments by Credit Card

Posting Payments from Insurance Companies

Posting Adjustments

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