Payment Posting

Payment Posting can be done using different methods. Following are the two main payment posting methods. Manual Posting From the Billing Menu, Select Payments Menu and click on Manual Posting. Manual Payment Entry screen appears as follows. Select the payment entry as New and update the required details. As you enter the details, the fields […]

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Search and Edit Payment Entry

Click on the Payment menu and then choose Enter/Edit Payment which will bring up the Add/Edit Payment Entry screen. If you have the payment entry number, type in the number and click the Search button. The Payment entries for the given payment number will be displayed. You can also search for payment entries by using the Payment Date […]

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Payment Entry

Entry/Edit Payment screen is used to enter payments. This is a significant page regarding payments. It is also known as Payment Master. Select the Payment module from the main menu and choose Enter/ Edit Payment. The Payments Search screen opens up as shown below. On clicking the button, the Payment Master screen opens as shown […]

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Mass Write Off

Choose Mass Write-Off under the Payment module from the main menu. After selecting the appropriate parameters from the available options, click on the Search button to view the list or charges or the Encounter Lines. From the search result, select the required charges that need to be written off. Once the charges/ encounter lines are […]

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Process Refund

A Refund for an applied payment can be processed from the “Edit Charges” or the “Payment Posting” screen. Either way, the steps to process the Refund are similar, however,  recommended way would be is from the “Edit Charges” screen. First, to select the patient and visit – Expand the “Charges” menu and click on Edit […]

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Posting Insurance Payments

To Post Insurance Payments, expand the Payments menu and click on Enter/ Edit Payments. On the Add/ Edit Payment screen, you can search for an existing payment using any of the parameters. The payments would be listed as shown in the below image. To edit the payment, click on the  icon, and to post the […]

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Mass Posting

Filter the payments for mass postings based on legal entity. A New “Legal Entity” Filter is added in the mass posting Screen so that users can now select the appropriate Legal entity before applying payments. The search results will only display claims related to the selected Legal Entity.

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