Budget Planning > Handling Patient Budget Plans > Posting Payments to Ortho Claims

Posting a Cash Payment to a Patient Budget Plan

To post a cash payment to a patient budget plan:

1. In the Patient Transactions List window, click ADD. The Patient Transactions window is displayed in ADD mode.

2. Select the cash payment code from the Code drop-down list.

3. Select the production doctor from the Production Dr drop-down list.

4. Select the collection doctor from the Collection Dr drop-down list. The Transactions - Cash Payment window is displayed.

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

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

7. Click Close.