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

Posting a Credit Card Payment to a Patient Budget Plan

To post a credit card 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 credit card 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 - Visa/Mastercard Payment window is displayed.

5. Click OK.

6. Click Close.