How can you make the system autopost On Account amount to patient responsible lines when the payment is being applied either from manual or electronic posting screens?

  • Sherin James
On Demand Webinar Series

If Auto Post Patient Payments option is check as Yes, then while posting insurance if the patient has on account amount, the system will automatically post the payment.

This can be done by selecting Advanced Setup from the main menu and choosing Billing Options.

From the Billing Options screen, select the checkbox for Auto Post Patient Payments as Yes.