Mass Posting screen allows you to apply payments in a quick and efficient manner. The payments that have been added from the Enter Charges or Scheduler, can be selected and quickly applied to charges.

To open the Mass Posting screen, expand Payments and click on the sub menu named Mass Posting. You can pull the payments by entering the date range or by Patient.

Enter the date ranges fro Accounting and Payment, the Patient Name, Legal Entity, and Payment Type.

Click on the Search button.

If you’re applying Co-pays, please check the box named “Include Insurance Lines” to list the insurance charges as well. If you’re applying only Self Pay payments, then keep the checkbox unchecked to list the billed to patient lines ( line status – “BILL_To_PT”).

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Click on the radio button  clip0225 to the left of the Payment # that you wish to apply.

On clicking the button, all the open charges for the selected patient gets listed right below.

For the Copay payment, enter the amount in the Copay Amt field and for Self Pay payment, enter the amount in the Paid Amt field.

Enter Adjustment, if any, and select the appropriate Next Action, if a balance remains on the line. You have the option to leave the balance on the current line status or Bill_to_PT/ GR ( Patient balance or Guarantor balance).

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Click the Post button to complete applying of the payment to the selected charge line.

The new feature of auto-populating paid amount will bring the unapplied amount to the paid column comparing with the remaining amount.

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