Unassigned Patient Payments: Posting a patient’s payment when there is not a charge entered for the patient or if the patient’s payment is for multiple charges. The unassigned payment can be applied/reconciled to charge(s) after an amount has been transferred to the patient on the charge(s).
To enter an unassigned patient payment, go to the patient's Payment tab then click the Clear and the New buttons:
Next enter your patient’s payment selecting the type of payment from the Type drop down box and click Save.
Patient payment entry:
NOTE: You can also reconcile bulk insurance payments to multiple charges.
Insurance payment entry:
When you are ready to apply the patient’s unassigned payment to a charge, click the payment in the ledger and then click the reconcile button.
Clicking Reconcile with a patient payment:
Clicking reconcile with a bulk insurance payment:
Next you can apply the amount of the patient payment to charges that have a patient portion due or apply the bulk insurance payment to insurance charges. Click OK after you have selected the charges or manually typed in the amount.
Applying a patient payment to charges:
Applying a bulk insurance payment to charges:
If the charges have a remaining amount and you would like to write off the remaining amount you can do this on the bottom of the reconcile screen. You can choose what you want to do with the remaining amount of the charges from the "Do [Something] with remaining checked balance" drop down menu and then click OK:
Note: If you do not have any charges listed to apply a patient payment to, then you may still need to post a patient transfer to one or more of the patient charges.
Note: If you would like to reconcile a bulk adjustment that can be done in a similar way, click here for more information.
Note: If you would like to see a breakdown of which charges a payment has been applied to there is a breakdown window available. You can find more information about that here.
AC 5/4/17 - Revised 6/10 AC - Revised 5/2/22 AC
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