Entering Payments, Adjustments, and Insurance Denials

Payment Wizard Overview

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 a fee

• Determining the next action to take for each charge

To open the Payment Wizards:

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.

Click on the icon for a description of the Payment Wizard buttons.