Payments

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Payments can be entered in multiple locations:

•    To manually enter payments and adjustments, see below.

•    For auto posting ERAs (ANSI 835 files) see Auto Posting Payments.

•    For paying off claims in bulk, use the ‘Find Claim’ window, See Other Actions.

•    For paying off a single service line or a single claim, See Other Payment Options.

Payment Entry Screen:

Tips

•    To quickly enter a Patient payment, use ‘Column’ to include the ‘Add Payment’ button on the Patients search pane. Clicking on the ‘Add Payment’ button will open the Payment Entry screen with the patient’s data already selected. 

•    Use ‘t’ (today) or ‘y’ (yesterday) to quickly enter a date in the payment date field.

•    Use ‘b’ to quickly enter the balance due in a payment or adjustment amount cell in the grid.

•    If you are on a patient’s claim and need to enter a quick payment, you may use the ‘Payment’ button at the top of the screen to enter a Patient or Payer payment.