Manual Posting Screen 1. A manual posting screen is used to post insurance and patient payments. 1a. When the practice receives insurance payments in the form of EOBs, patients listed in the EOB are to be selected in the manual posting screen to post the payments to the relevant charges. The manual posting screen permits […]
Category: Manual Posting
Payment Entry from the Posting screen
How to Make a Payment Entry from the Manual Posting Screen Payments are primarily processed through the Payment Master. However, the Manual Posting screen also allows users to enter payments directly. This enables both creation and posting of payments within a single interface. The following article outlines the procedure for entering payments via the posting […]
Mass Write Off
Mass Write-Off Screen The practice can efficiently write off payments for multiple patients at once using the mass write-off screen, eliminating the need to process each write-off individually from the posting screen. Search Screen of Mass Write-Off Screen Search Filters Field Description Date Select either Accounting date or DOS from the drop-down and provide the […]