Budget Planning > Handling Account Budget Plans

Posting Account Budget Plan Payments

To post an account budget plan payment:

1. Select an option:

2. In the Patient Transactions window:In the Patient Transactions window:Select Account Budget Plan from the Options menu or Acct Budget Plan from the Options section of the Express bar.

3. In the Account Transactions window:In the Account Transactions window:Select Account Budget Plan from the Options menu or Budget Plan from the Options section of the Express bar.

4. In the Account List or Account windows:In the Account List or Account windows:Select Account Budget Plan from the Options menu or Budget Plan (Ctrl+G) from the Options section of the Express bar.

The Account Budget Plan List window is displayed.

2. Click Add. The Account Budget Plan window is displayed in ADD mode.

3. Type the last two digits of the identification number for the patient who is making a payment in the ID field.

4. Select the payment code from the Code drop-down list.

5. Select the collection doctor from the Dr$ drop-down list.

6. Select the payment amount from the Amount drop-down list.

If you selected a check payment:If you selected a check payment:The Check No and Bank No fields are enabled. Type the check information in the appropriate fields.

If you selected a Visa or MasterCard payment:If you selected a Visa or MasterCard payment:The Account Budget Plan Visa/Mastercard Payment window is displayed. Select the charge amount from the Amount drop-down list. If your are using ePayments, type the appropriate information in the Credit Card section. Click OK. The Account Budget Plan window is displayed.

7. Type any notes in the Notes field, and click OK.

8. If you post a payment for the loan payoff amount, a message that prompts you to confirm the payment is displayed. Click Yes.

8. Click Close.