ROLE PRIVILEGES NEEDED: <udl-white>Add Payment<udl-white>

SETUP: <udl-white>Payment Source<udl-white>

ADD PAYMENT SOURCE | APPLY PAYMENT | FIND INVOICES | QUIZ

To add a payment, go to

1. A/R
2. Add Payment

ADD PAYMENT SOURCE <returntomenu>menu ↑<returntomenu>

You have the following options when adding payments:

1. Payment Source OR
2. Add Payment Source
3. Payment Method
4. Payment Amount
5. Remit Date
6. Deposit Date
7. Reference Number
8. Apply Payment To
9. Note Type
10. Note
11. Spellcheck
12. Attach Document
13. Save/Enter More
14. Cancel
15. Save/Close
16. Document upload status/name

APPLY PAYMENT <returntomenu>menu ↑<returntomenu>

Save/Close will take you to the "Apply Payment" screen. You can search by Status. Select the drop down <btnw>   Open       ▾  <btnw> to the right of "Status" and choose your status type.

You can search by "Invoice #"...

Patient First or Last name...

or Payer Name...

FIND INVOICES <returntomenu>menu ↑<returntomenu>

Select <btnw>    FInd Invoices  <btnw> when you are ready to search.

Clicking on the Invoice number will take you to the invoice.

Clicking on the check box applies the balance to the "Amount To Apply" column.

Or you can manually enter an amount to apply

Select the drop down <btnw>   < Select >     ▾ <btnw>  under "Responsible Payer" and choose your payer

Click <btnw>    Apply    <btnw> or <btnw>    Clear All    <btnw>. You also have the option to <btnw>    Cancel    <btnw>.

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