Creating Payment Codes

Your practice needs at least one payment code to use with Payment Manager.  

To create a payment/adjustment code to use with Patient Manager:

  1. Select Tables > Payment/Adjustment Codes. The list of existing codes is displayed.

  2. Use the Search Criteria field to refine the list; for example, type Patient to see the existing patient-related codes.

  3. Click New.

  4. In the Actions panel, enter a code and description.

  5. Ensure that Payment, Patient, Credit, and Active are selected.

  6. For the Default Pay Type, select Credit Card.

  7. Click Save.

 

Related Topics

Creating Refund Codes