Recording Miscellaneous Payments

You can record miscellaneous payments for payments received when a patient does not have a balance. Examples include fees for returned checks, insurance rejections, collections, or payments for a balance in an old system.

To record miscellaneous payments

  1. Open a patient profile. See Opening Patient Profiles.
  2. Click the Transactions tab.
  3. Click Add Misc. Payment.

    The Add Miscellaneous Payment window opens.

  4. Select a payment reason from the Reason for miscellaneous payment drop-down list.
  5. In the note field, enter information about the payment.
    This field appears only if the required notes feature is configured for this transaction type. See Setting Up Required Notes.
  6. Enter the order number in the Order Number field.
  7. Enter the store number in the Store Number field.
  8. Click Add Payment.
  9. Enter the payment amount in the Amount field.
  10. 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 include dashes, back-slashes, or other punctuation marks in the provided fields.
      • The credit card information required depends on your office’s set up for credit card processing. You may only be required to enter the last four digits and expiration date for the credit card.
      • If your office uses TMS or Worldpay for credit card processing, see the following topics for more information:
    • Gift Certificate: Enter the gift certificate number in the Gift Certificate # field and click OK.
    • All other payment types: Click OK.
  11. Record all payments from the patient, as the patient may use different payment types.
  12. After recording all payments, click Save.
    If you are using Worldpay integration, click Complete Payment.

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