View Payment Entry screen. View Video, 2 min. 29 sec.

To enter a payment, click on the Payment button at the top of the Posting screen. The Payment Entry screen will display on top of the Posting screen.

Payment From
With the Payment From option you may indicate if the payment is from the Patient or from the Insurance.  If this is a dual coverage account the Insurance choice will become two choices, Primary and Secondary. If the Insurance choice is selected, the payment will be recorded as being linked to whatever patient is currently selected as the active posting patient.  On the account ledger the First Name field will display that patient's name.  Insurance payments are identified by the patient's first name in order to facilitate insurance tracking.

If the Patient choice is selected, the payment will not be credited to any particular member of the account.  Looking at the account ledger, the word "Account" will be displayed for the First Name.  An account has only one Balance.  Charges posted to all the patients in the account will be reflected as that one Balance.  Therefore, a patient payment simply reduces the account Balance as a whole and is not assumed to be paying off any particular portion of the Balance that may belong to one patient or another.
 
For Date Of Service
If the Insurance option is selected, a text box entitled For Date Of Service will appear in the lower left corner of the Payment Entry screen.  You may enter a date in this field indicating the date of service for which this insurance benefit is being paid. If the Date of Service field is filled in, the description of the for the payment will appear similar to this: "Insurance Pymt (for: 6/12/2006)". The item in paranthesis will indicate that this insurance payment was for treatment performed on 6/12/2006. Patients often wonder if their insurance has paid its portion for a particular office visit.  This line will give them that information and perhaps save a phone call to you. This entry is optional.  If the field is left blank then the words "Insurance Pymt" will simply print, leaving the date of service information off the statement. This also displays on the Posting screen. If the patient has dual coverage then "Insurance Pymt" will be replaced with either "Prim Ins Paymnt" or "Sec Ins Paymnt."

Payment Method
Select Check, Cash, Credit Card, or Electronic Transfer.  The account ledger will reflect this selection in the Description Of Service.  Use Electronic Transfer if the payment is being directly deposited into your bank via electronic mail. If you have selected "Check" as the Payment Method then the field Check# will be visible.  The Check# field will not be displayed if either "Cash" or "Credit Card" was selected.  The check number will display on the account ledger and the Deposit Slip and Deposit Report.