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Posting Payments to a Payment Plan

 

To post a payment to the payment plan, highlight the Payment# you wish to apply the payment to and click Tag/Untag Highlighted, or double click the payment # to tag with .

NOTE: If the payment exceeds a single payment installment, tag several payment numbers to encompass the payment received.

Posting Payments > Payment Plan > Payment Posting

 

 

Then click Post Payment(s) to Tagged.

Posting Payments > Payment Plan > Payment Posting > Post Payment to Tagged

 

Step 1 – Enter Payment Amount & Type

Payment Method: Select by clicking on the down arrow. If Check, Visa, MC, or AMEX are selected Check or Authorization number will be required.

Payment Amount: Should default depending on the number of payment installments you tagged. Change this amount if different.

The payment amount should distribute automatically among the listed charges. However if the payment is not distributed correctly, double click under each Pay Amount until they are correct.

NOTE: ALL Pay Amounts in this list MUST equal the Payment Amount at the top of the payment screen. If you get the following error your individual Pay Amounts will need to be corrected to equal the total Payment Amount.

Posting Payments > Patient Payment Plan > Down Payment > Error

 

Step 2 - Optional Information:

You can enter a Note for this payment, change the Payment Date if other than default, which is date entered, and change the Paid By source by clicking on the look up folder to select another Billing Party.

Click OK to save this payment.

The payment date and amount will now show on the payment plan screen along with the payment amount(s).

You can also Post Charges to the plan to add ancillary fees such as broken bracket or lost retainer as well as late fees.

In addition, you can Post Adjustments to selected installments to discount any amounts as desired.

Use the Manual Override feature to correct any installment as necessary.