Posting Charges and Payments > Posting Payments
The Auto-Distribute feature can be used to automate the process of distributing a patient payment and insurance payment. Auto-Distribute applies the payment from the oldest to the newest open charge and applies the correct portion of the balance.
To enter patient payments:
In the Patient
window, click 
. The first
window of the Payment Wizard is displayed.
In the Pay/Adj
Code field, click 
to search
or type the code and press Tab.
In the Amount field, type a payment amount.
If this is an insurance payment, verify that the correct insurance policy is selected in the Source field.
From the Method section, select one:
Cash
Electronic Deposit
In the Comment field, type the text to appear as a comment.
To automate the process of distributing the payment of a patient, click Auto. The next window of the Payment Wizard is displayed.
Verify that the Distribute option is selected.
From the Next Action drop-down list, select the next action, if applicable.
From the Billing Category drop-down list, select the appropriate billing category, if applicable.
Select the appropriate option to change the billing indicator, if applicable.
Click Finish. The payment information is saved, and the Exit Options window is displayed.
Select one of the following options:
Open Payments—Closes the Payment Wizard and returns to the Open Payments window.
Check Out Window—Closes the Payment Wizard to check out the patient.
Exit—Closes the Payment Wizard.