Overview
This article will show you how to see which service lines a payment was allocated to.
Find out Where a Payment Was Allocated
- Go to the Payments module.
- Change your View to Payments.
- Make sure your filters are inclusive to the type of payment you want to locate.
- Make sure your filters are inclusive to the type of payment you want to locate.
- Find the allocated payment.
- You may search for the payment reference at the bottom of the page to quicken your search.
- You may search for the payment reference at the bottom of the page to quicken your search.
- Click on the Reference hyperlink to open the Payment report.
- The report will list the dates of service, codes, and transaction types that received an allocation from the payment.
- The report will list the dates of service, codes, and transaction types that received an allocation from the payment.