Payments are mainly done from Payment Master. Manual Posting screen also permits payment entry. This way, payments can be created and posted in one screen. This article highlights the way to enter payments from posting screen.

How to Make a Payment Entry from the Manual Posting Screen

1. Select Payments from the main menu and click on Manual Posting.

2. The top section of the manual posting screen is the Payment section. Click on New button beside the Payment (highlighted in Image 1) to create a new payment.

3. A few fields such as Legal Entity, Acct. Date, Entry Date, Method automatically populate. 

Image 1

4.  Table 1 shows the important fields in the payment section.

Field Description
Legal Entity Legal Entity of the User
Provider Defaults to ALL
Status Default value is NEW 
Acct. Date Payment Accounting date; Defaults to current date
Entry Date Payment Entry date; Defaults to current date
Pmt date The date that you actually received the payment.
Pmt Type Options are Co-Pay, Deductible, Co-insurance, Claim, self-pay
Payer Select payer Type from dropdown; Patient/ Guarantor/ Insurance/Attorney/others
Name Type in the first three letters of the payer name and select from the list that appears
Method Defaults to Cash; Other Options are check, credit card, and EFT Pay.
Total Amt Total amount in the payment; the payment# generated will be displayed on top of the Total Amount field. 

5. Fill up the required fields. When the cursor is moved outside the payment section, Payment # is generated and displayed in the payment# field highlighted in Image 1. A sample payment#  generated is shown in Image 2.

Image 2