Receiving A Payment

This article will show you how to receive a payment for a Date of Service.

To Receive a Payment:

• First, navigate to the Patient File. 
• Click the Date of Service you will be receiving a payment for. This will bring you into the Billing Info Page. Enter any CPT codes, ICD codes, or non-billable items for this date of service. Be sure to click save once these charges are entered.  These charges may also be entered on the EHR for iPad charting app in the SOAP notes for the date of service.  
• Then, scroll to the top of the page. You will see "Receive Payment" or "Apply Credit" if the patient has credit available to use in their account. Click "Receive Payment" to take a new payment for that specific date. "Apply Credit" is used for prepayments or packages that have already been purchased and charged.
  
  
• Once "Receive Payment" is chosen, choose the Payer Type, enter the amount due, and choose the Payment Method. Here you can also add a description that will appear on the patient receipt.
• Then, click "Apply To This Visit". 
  
  
• Once "Apply To This Visit" is clicked, a separate dropdown menu will appear. This is where you will allocate and enter the amount of money due to either Services, Products, or both. In this example the entirety of the payment will be allocated towards Service. 
  
  
• Lastly, click Save. If you have an integrated Credit Card Processor there will be no additional steps needed. If you use an external Credit Card Processor, make sure you are also charging the card through your Processing system.