Note: The ‘Auto Apply’ button will not apply credits. Credits must be entered manually.
•The Payment Entry screen provides two features allowing you to streamline the payment entry process. These are the ‘Auto Apply’ and ‘Pay’ buttons.
•The ‘Auto Apply’ button will apply dollar amounts to the service lines in order until the payment amount is used or there are no additional service lines.
•The ‘Pay’ button will apply a dollar amount to the single service line.
•When entering a patient payment, the ‘Pay’ button will enter the full balance amount or the patient amount due minus any existing patient payments.
•The ‘Amount Applied’ varies depending on the payment type (patient or payer) and whether allowed amounts have been entered on the service line.
•When entering a payer payment, the ‘Pay’ button will enter the allowed amount, if it is not $0.00. Otherwise, it will enter the full balance amount. Note: If the allowed amount is more than the balance amount, the balance amount will be entered.
•When clicking the ‘Pay’ button on an individual service line, if a dollar amount is already in the amount field, the amount will be changed to the allowed amount (if the allowed amount is not $0.00).
•When clicking the ‘Auto Pay’ button, if a dollar amount is already in the amount paid field, nothing will be changed.