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Add a Client Payment (That Staff Will Allocate Later)

Gary M.
  • Updated

Overview

Learn the different places where administrative staff can add client payments that billing staff will allocate later.
 

 

Appointment Window

Important: This option will link the payment to a specific appointment.

  1.  Go to the Appointments Module. 
  2.  Locate the client's appointment and double click to open the appointment window.

    adding_client_payment_from_within_appointment_window.png

  3.  Click add next to This link creates an actual payment. 
    • A Payment window will open.

      CEP-2.2__1_.jpg

  1. Date Posted: Will default to today's date 
  2. Reference: Enter a check number, EFT #, anything that will identify this payment.
  3.  Type: Select the Type of payment.
  4.  Payer: Select the appropriate payer
    • If the client is paying towards a copay, coinsurance or deductible, leave the payer as Copay, Coinsurance, Deductible.
    • If the client is a private pay, select that payer from the dropdown.
  5.  Amount Received: Enter the full amount of the payment.
  6.  Notes: This is optional.
    • If a client payment is made for a more than one client in a family (i.e. husband and wife), such as $40 for two $20 copays, and that payment should be split between the two clients, we recommend either using the Notes field to indicate which amount should be applied to each client. Or creating two separate payments, one under each client and using the Notes field to indicate which full amount check the payment was originally from.
  7.  To complete payment...
  8. Print the receipt for your client.
    • Close the receipt window.

Appointment Calendar

  1.  Go to the Appointments Module. 
  2.  Locate the client's appointment and click on it once.
    • It will be highlighted teal.

      appointments_new_client_payment_link.png

  3.  Choose the New Payment link in the section to the right of the calendar.
    • ​A Payment window will open.

NOTE: If you do not have this link, this article will explain how to Configure Appointments Module Info Panel. 

  1. Date Posted: Will default to today's date  
  2. Reference: Enter a check number, EFT #, anything that will identify this payment.
  3.  Type: Select the Type of payment.
  4. Payer: Select the appropriate payer
    • If the client is paying towards a copay, coinsurance or deductible, leave the payer as Copay, Coinsurance, Deductible.
    • If the client is a private pay, select that payer from the dropdown.
  5.  Amount Received: Enter the full amount of the payment.
  6.  Notes: This is optional.
  7. To complete payment...
  8. Print the receipt for your client.
    • Close the receipt window.

 

Clients Module

    1.  Go to the Clients Module.
    2.  Double click on the client's name to open the client record.
    3.  Click on the add payment link on the right side of this window. 
      • A Payment window will open.
         

        add_payment_from_clients_module.png

         
    4.  Date Posted: Will default to today's date
    5. Reference: Enter a check number, EFT #, anything that will identify this payment.
    6.  Type: Select the Type of payment.
    7. Payer: Select the appropriate payer
      • If the client is paying towards a copay, coinsurance or deductible, leave the payer as Copay, Coinsurance, Deductible.
      • If the client is a private pay, select that payer from the dropdown.
    8.  Amount Received: Enter the full amount of the payment.
    9.  Notes: This is optional.
    10. To complete payment...
    11. Print the receipt for your client.
        • Close the receipt window.
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