Posting Payments > Posting Payments from Patients

Payments by Check

Typically, payments made by mail are in the form of checks.

To process a check for an individual patient:

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

2. Click Transactions at the bottom of the window. 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 3 - Check from the drop-down list.

• AmountAmount—Enter the amount of the payment.

• DateDate—Make sure the current date is displayed.

• Check #Check #—Type the check number.

• Bank #Bank #—Type the bank number.

6. Click Post.

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

8. Click Close. The Processing Options window is displayed.

9. Click Cancel. The Phone Center window is displayed.

10. Click Close.

 

Related Topics

Payments by Cash

Payments by Credit Card

Posting Payments from Insurance Companies

Posting Adjustments

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