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Make patient payments

Patient payments can be made from the Patient Financials area or from the Financials panel on the Patient Dashboard.

When a patient makes a payment you can choose to enter it as a simple or a detailed payment.

A simple payment is automatically allocated to charges on a first-in, first-out basis. A detailed payment requires that you pick how much of the payment is allocated to which charges.

Make a¬†payment from financials‚Äč

  1. Select Make a Payment from the Account Buttons list  
  2. For next steps, refer to Enter simple payments or Enter detailed payments
    • A simple payment is allocated to charges on a first-in, first-out basis.
    • A detailed payment requires that you choose what charges to allocate the payment to.

Make a payment from charge details‚Äč

  1. Double-click a charge in the Main or Detailed Ledgers tabs  
  2. Select Make a Payment from the Charge Details window that opens
  3. For next steps, refer to Enter simple payments or Enter detailed payments
    • A simple payment is allocated to charges on a first-in, first-out basis.
    • A detailed payment requires that you choose what charges to allocate the payment to.

Make a¬†payment from the patient dashboard‚Äč

Payment can be made from the Financials panel on the patient's dashboard.

  1. Select Three line panel menu icon. at the top right corner of the Financials panel  
  2. Select Make a Payment
  3. For next steps, refer to Enter simple payments or Enter detailed payments
    • A simple payment is allocated to charges on a first-in, first-out basis.
    • A detailed payment requires that you choose what charges to allocate the payment to.