Payment Posting (Patients)

Use the Payment Posting form to apply patient payments, adjustments, and credits to one or more patient invoices in a single workflow.

Access

• Go to Billing > Patient Billing > Payment Posting.

Basic workflow

1. Click Search to load patient invoices.
2. Select the invoice(s) to receive payment.
3. Enter payment amounts:
   • Per-invoice: Type the amount in each invoice row, or
   • Total amount: Enter a single total to allocate across selected invoices (per your allocation settings).
4. Complete payment method details if applicable (e.g., method, reference/check number, date).
5. Click Post Payment.

Adjustments and credits

• Adjustments: Apply an adjustment to bring the remaining balance to 0.00 when appropriate.
• Credits: Apply available credits on the client’s account to the selected invoices.
• You can also enter adjustments and credits directly at the invoice level in the grid.

Grid entry tips

• Post partial or full payments per invoice as needed.
• Enter payments, adjustments or credits in-line on each invoice row when handling exceptions.
• Use filters and grouping to review and confirm allocations before posting.

More options

• Account Management: Open the patient financial account to display transactions, credits balances.
  • Note: Multiple selection is allowed only if all selected invoices belong to the same patient.
• Cases: Associate existing or new cases to selected invoices.
• Documents: Attach supporting documents to selected invoices.
• Transactions: Display all transactions tied to the selected invoice.
  • Note: Single-selection only.

Best practices

• Reconcile totals: Ensure the sum of payments, adjustments, and credits matches your remittance.
• Use adjustments judiciously: Reserve write-offs/adjustments for approved scenarios and document the reason.
• Apply credits first: Consume existing patient credits before posting new payments to minimize residual balances.
• Keep references: Record check/ACH references for audit trails.

Troubleshooting

• Invoices not appearing: Check patient filters, invoice status, and date range.
• Allocation doesn’t match expectation: Review per-invoice entries or your allocation settings; adjust amounts directly in the grid and repost.
• Remaining small balances: Use an adjustment (when appropriate) to bring the balance to 0.00 with a clear reason/comment.