Billing and Receivables > Understanding Payment Allocation

Setting Up Payment Allocation

To set up payment allocation:

1. Select an option:

2. Select List > Provider.

3. In any window, press Ctrl + D.

The Provider List window is displayed in FIND mode.

2. Type the provider’s name in the Find field and press Enter.

3. Double-click the provider record. The Provider window is displayed.

4. On the Information tab, select the doctor to receive collections for this provider from the Assign Collections to drop-down list.

Example:To assign all collections produced by a doctor to the doctor who owns the practice, select the practice owner from the list.

5. Select the doctor identification number to print on insurance forms as the billing (collecting) provider from the Dr on Insurance forms drop-down list. If you do not assign a provider, the doctor associated with the patient record is printed on the forms.

6. Click OK. For more information, see Handling Provider Information.

7. Click Close twice.