Entering Patient and Insurance 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 Payment/Adjustment Entry window (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 of the following methods:

Cash
Credit CardCredit Card If Credit Card is selected, select a card from the Credit Card list. For more information on processing credit card details, see WinOMS ePayments Service.
CheckCheckIf Check is selected, type the bank identification number in the Bank ID field and the check number in the Check Number field.
Electronic Deposit
Money OrderMoney OrderIf Money Order is selected, type an identification number in the Bank ID field and the money order number in the Check Number field.

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 third window of the Payment Wizard is displayed.

The Distribute checkbox must be 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 checkbox 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 PaymentsOpen PaymentsCloses the Payment Wizard and returns to open payments.
Check Out WindowCheck Out WindowCloses the Payment Wizard to check out the patient.
ExitExitCloses the Payment Wizard.