If a patient makes an overpayment or if a payment is not fully disbursed, the remaining balance will be saved within the system and can be fully disbursed later. When saving a payment that has not been fully disbursed, the program will show a message making sure you want to save the remaining balance.
To disburse an overpayment or a payment with a remaining amount:
1.
Click the Enter Payment button on the home screen.
2. Select a Payment Source.
3. Select the patient or payer the payment is from. The program will load any payments with a remaining balance on the right-side grid.
4. Click the ‘Disburse’ button, or double click the payment displayed in the grid. The payment will be loaded and allow you to disburse the remaining amount.
