Posting Payments > Posting Patient Payments

Posting a Patient Cash Payment

When your office receives a single cash, credit card, or check payment for a patient’s balance, you can post the payment directly to the patient’s record.

To post a cash payment:

1. Select an option:

2. In the Patient List window:Select the patient and click Transactions.

3. In the Patient window:Click Transactions.

The patient Transactions List window is displayed.

2. Select Payments.

The Payments window is displayed.

3. Select Personal in the Select Operation section. The Payments - Personal Payment window is displayed.

4. Select the payment code from the Code drop-down list, type the cash payment amount, and verify the date.

5. Press Tab.

6. To add a note, select the Notes column for the transaction and type the information.

7. Click Post.