Posting Charges and Payments

Posting Payments

The Payment/Adjustment Entry window, also known as the Payment Wizard, walks you through the steps for entering and distributing payments and adjustments, which include the following:

• Entering basic payment information

• Applying the payment to the appropriate charges

• Entering adjustments or changing fees

• Determining the next action to take for each charge

To post a patient payment:

1. On the WinOMS toolbar, click . The Patient Search window is displayed.

2. Enter search criteria and click Find. The records matching your search criteria are displayed.

3. Double-click a patient record. The Patient window is displayed.

4. Click . The first window of the Payment Wizard is displayed.

5. In the Pay/Adj Code field, click or type the code and press Tab.

6. In the Amount field, type a payment amount.

7. In the Transaction Date field, type the date of the transaction.

8. In the Method field, select one of the following methods:

9. Cash

10. Credit Card If Credit Card is selected, select a card type from the drop-down list in the Credit Card field. If you are using the electronic credit card processing service, Using ECCPS is displayed in the Credit Card field, and no selection is necessary.

11. Check If Check is selected, type a bank identification number in the Bank ID field and a check number in the Check Number field.

12. Electronic Deposit

13. Money Order If Money Order is selected, type an identification number in the Bank ID field and the money order number in the Check Number field.

9. In the Comment field, type comments concerning the payment.

Note: Text typed in the Comment field is displayed in the transaction line in the Ledger Distribution Information window.

10. Click Next. The next window of the Payment Wizard is displayed.

11. In the Apply column, type the appropriate amount to distribute the payment to specific charges.

12. To enter an adjustment while entering a payment, right-click on a charge and select Adjustment from the list. The Adjustment window is displayed.

13. In the Code field, type the adjustment code and press Tab, or click and click Display All to select an adjustment code.

14. In the Amount field, type an adjustment amount.

15. Click Ok. The adjustment amount is displayed in the Adjust column.

Note: The adjustment affects only the selected charge and cannot exceed the amount of the charge.

16. Click Next. The final window of the Payment Wizard is displayed.

17. From the Next Action list, select the next action:

• If the charge balance is the patient's responsibility, select No action.

• If the charge balance is zero, select No action.

• If the payment is from the patient, select No action.

• If the payment is from insurance and additional coverage exists, select Bill Next Policy.

• If the payment is from insurance and no additional coverage exists, select Transfer Balance to Patient.

18. From the Billing Category drop-down list, select the appropriate billing category.

19. Select the appropriate option to change the billing indicator, if applicable.

20. Click Finish. The payment information is saved, and the Exit Options window is displayed.

21. Select one of the following options:

22. Open Payments—Closes the Payment Wizard and returns to the Open Payments window.

23. Check Out Window—Closes the Payment Wizard to check out the patient.

24. Exit—Closes the Payment Wizard.

Related Topics

Entering Patient and Insurance Payments

Entering Adjustments

Entering Insurance Denials

Posting Charges

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