Enter a detailed payment

Detailed payments let you manually allocate patient payments to historical charges rather than a first-in, first-out basis. Simple payments use first-in, first-out.

You can also record a patient payment that is only allocated to charges associated with a specific provider or payment plan. All payments are tied to accounts.

1. Select Switch to Detailed Payment
2. Choose the account the payment is for
   • This could be a guarantor or the patient themselves.
3. Confirm the clinic group that the payment is for
   • Optional: Select the specific clinic the payment is for.
4. Once you have confirmed the account and clinic details, the table automatically populates with charges that have outstanding balances for that account, clinic group, and clinic(s)
   • The badge number in parenthesis to the right of the clinic group represents the number of outstanding charges for that clinic group.
5. Select the specific checkboxes above the table to filter the charges
6. Select the checkbox to the left of the charge(s) that you want to allocate the payment to
   • The payment amount can be edited by selecting the field and updating the value.
     or
     Identify a provider using the Provider (Payment is for) field
   • The payment is only allocated to charges associated with that provider on a first-in, first-out basis.
7. Enter the Payment Location, Payment Date, Payment Made By, Payment Method, and Check/Authorization #
8. Select Make a Payment
   • All patient payments are tracked in the Main, Pt. Payments, and Detailed Ledger tabs.