Posting Personal Payments

When your office receives a single cash, credit card, or check payment toward the balances of all patients in an account, you can post the payment directly to the account from the patient or account record. You can distribute the payment to each patient with an outstanding balance, based on the age of the transaction or by percentage of outstanding balance.

To post a personal payment to an account:

Select an option:

In the Account List window:In the Account List window:Select the account and select Payments.
In the Account window:In the Account window:Select Payments.
In the Patient List window:In the Patient List window:Select the patient and select Transactions. The patient Transactions window is displayed. Select Payments.
In the Patient window:In the Patient window:Select Transactions. The patient Transactions window is displayed. Select Payments.

The Payments window is displayed.

Select Personal in the Select Operation section. The Payments - Personal Payment window is displayed.
Select an option:
To post a check payment:To post a check payment:Type the check amount, check number, and bank number and verify the check date.
To post a cash payment:To post a cash payment:Select the code from the Code drop-down list, type the cash payment amount, and verify the date.
To post a credit card payment:To post a credit card payment:Select the code from the Code drop-down list. Swipe the card.

Select an option:
To distribute the payment amount to transactions by the transaction creation date:To distribute the payment amount to transactions by the transaction creation date:Click By Age. The oldest transaction is paid off first.
To distribute the payment amount evenly to all transactions:To distribute the payment amount evenly to all transactions:Click Evenly.

Select an option to edit amount or percentage payment distributions:
To edit the amount of a specific transaction and to display the Amount column for each transaction:To edit the amount of a specific transaction and to display the Amount column for each transaction:Click Amount. Select the amount and type the correct distribution amount.
To edit the percentage for a specific transaction and to display the % column for each transaction:To edit the percentage for a specific transaction and to display the % column for each transaction:Click Percentage. Select the percentage and type the correct distribution percentage.

To add a note to a transaction, select the Notes column for the transaction and type the information.
Click Post.
Click Close.