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

Setting Up Payment Manager

Assigning Merchant IDs to Multiple Locations

Creating Refund Codes