Applying Patient Payments to an Insurance Balance

If the patient has an Insurance Uncovered Balance, you can enter patient payments and apply them to the uncovered balance.

  1. On the left side of the Demographics screen, click Material Orders.
  2. Click the Transactions tab.
  3. Click + Patient Insurance Balance.
  4. Under Apply Customer Credit Before Payment, click Add Payment.
  5. Select the check box for the balance you are applying the patient's payment to and enter the payment Amount.
  6. Select the Payment Type and perform one of the following steps:
    • Cash: Click OK.
    • Credit or Debit Card: Record the card information, and click OK.
    • Gift Certificate: Record the Gift Certificate Number, and click OK.
    • All other payment types: Click OK.
    If you are using Total Merchant Services for online credit card processing, see Taking Payments - Swiping Credit Cards for more information.
  7. Record all payments from the patient, as the patient may use different payment types.
  8. After recording all payments, click Save.

    The payment is applied to the patient's account and shown on the Transactions tab as a miscellaneous payment.