Enter a simple payment

A simple payment is a patient payment allocated to charges on a first-in, first-out basis, whereas detailed payments require that you choose what charges to allocate the payment to.

1. Choose the account the payment is for
   • This could be a guarantor or the patient themselves.
2. Confirm the clinic group receiving the payment
   • The badge number in parenthesis to the right of the clinic group represents the number of planned procedures and outstanding charges for that clinic group.
   • If you don't specify the clinic, the payment will be allocated on a first-in, first-out basis for charges from all the clinics in the selected clinic group.
   • If you do specify the clinic, the payment will be allocated on a first-in, first-out basis for charges from that specific clinic in the selected clinic group.
3. Once you have confirmed the account and clinic details, the Payment Amount field automatically populates with the outstanding balance for that account, clinic group, and clinic(s)
   • The payment amount can be edited by selecting the field and updating the value.
4. Enter the Payment Location, Payment Date, Payment Made By, Payment Method, and Check/Authorization #
5. Select Make a Payment
   • All payments are tracked in the various financial tabs