Applying Patient Insurance Balance Payments

You can apply payments to a patient’s uncovered insurance balance.

To apply patient insurance balance payments

1. Open a patient profile. See Opening Patient Profiles.
2. Click the Transactions tab.
3. Click Patient Insurance Balance.

   The Patient Insurance Balance Payments window opens.

4. Select the check box for the uncovered insurance balance to which you want to apply the payment.
5. Click Add Payment.
6. Select the payment type from the Payment Type drop-down list and perform one of the following steps, depending on the payment type:
   • Cash: Click OK. In the Cash Calculator window that opens, enter the amount paid in the Tender Amount field and click Calculate to show the amount owed to the patient in the Cash Back field. Click Close to close the window.
   • Credit or Debit Card: Enter the card information in the available fields and click OK.
     • Do not enter dashes, backslashes, or other punctuation marks in the fields.
     • The required credit card information depends on your office’s setup for credit card processing. You may be required to enter only the card's last four digits and expiration date.
     • If your office uses TMS or Worldpay for credit card processing, see the following topics for more information:
       • Using TMS Devices to Process Payments
       • Using Worldpay Devices to Process Payments
   • Gift Certificate: Enter the gift certificate number in the Gift Certificate # field and click OK.
   • All other payment types: Click OK.
7. Record all payments from the patient, as the patient may use different payment types.
8. After recording all payments, click Save.
If you are using Worldpay integration, click Complete Payment.

Related Topics

• Creating and Modifying Orders in AcuityLogic POS
• AcuityLogic POS