{"id":824,"date":"2021-06-01T22:11:06","date_gmt":"2021-06-01T22:11:06","guid":{"rendered":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/?p=824"},"modified":"2021-06-01T22:11:11","modified_gmt":"2021-06-01T22:11:11","slug":"medisoft-patient-payments","status":"publish","type":"post","link":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-patient-payments\/","title":{"rendered":"How to Apply Patient Payments in Medisoft"},"content":{"rendered":"\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-4-3 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<div class=\"ast-oembed-container\" style=\"height: 100%;\"><iframe loading=\"lazy\" src=\"https:\/\/player.vimeo.com\/video\/557804319?dnt=1&amp;app_id=122963\" width=\"500\" height=\"309\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe><\/div>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Patient Payments in Medisoft<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There are two ways to enter patient payments in Medisoft; Directly in Transaction Entry, or via Deposit entry.  First let\u2019s take a look at entering patient payments via Transaction Entry.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Access Transaction Entry via the Activities menu.  Select a patient Chart, and if there are multiple Cases, select the one to which you need to apply a payment, otherwise it will default to the only or latest case.<br><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"623\" height=\"343\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image.png\" alt=\"\" class=\"wp-image-827\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image.png 623w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-300x165.png 300w\" sizes=\"auto, (max-width: 623px) 100vw, 623px\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Patient payments are entered in the lower half of the screen, under the \u201cPayments, Adjustments, and Comments\u201d section.  Click the New button to start an entry.<br><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"623\" height=\"151\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-1.png\" alt=\"\" class=\"wp-image-828\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-1.png 623w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-1-300x73.png 300w\" sizes=\"auto, (max-width: 623px) 100vw, 623px\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A new line will appear, and the date will default to today, unless you\u2019ve set a different program date.  Enter or select a Pay\/Adj Code.  Next select Who Paid (Guarantor).  Optionally; Enter a Description.  This can be a note, a reference number, etc.  The Provider code will default, but you can make changes if necessary.  Enter the payment Amount.  Optionally; Enter a Check Number.  The system will keep track of the Unapplied amount if any.<br><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"606\" height=\"310\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-2.png\" alt=\"\" class=\"wp-image-829\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-2.png 606w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-2-300x153.png 300w\" sizes=\"auto, (max-width: 606px) 100vw, 606px\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click Apply  to allocate the payment to charges.  Enter the payment for any date\/procedure being paid, under the \u201cThis Payment\u201d column.  You may split a payment among several date\/procedures.  Click Close when finished.  Back at the \u201cTransaction Entry\u201d window, click Save Transactions when finished.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Next, lets look at entering Patient payments via \u201cDeposit Entry\u201d.  Go to Activities, then Enter Deposits\/Payments.  <br><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"219\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-3.png\" alt=\"\" class=\"wp-image-830\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-3.png 624w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-3-300x105.png 300w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click New to make an entry.  The Deposit Date will default to today, unless if you\u2019ve set another program date, and you can change this as needed.  Set the Payor Type to \u201cPatient\u201d.  Set the Payment Method to reflect the patient\u2019s payment method.  If this is a \u201cCheck\u201d payment, enter the Check Number.  Optionally; Enter a Description\/Bank No., this can be a note, Reference Number, etc.  Enter the Payment Amount.  Select the Patient Chart Number.  If the Payment Code, Adjustment Code, and Copayment Code do not auto-populate, select the appropriate codes.  Click Save when finished.<br><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"518\" height=\"355\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-4.png\" alt=\"\" class=\"wp-image-831\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-4.png 518w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-4-300x206.png 300w\" sizes=\"auto, (max-width: 518px) 100vw, 518px\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Select the deposit (payment), and click Apply.<br><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"624\" height=\"219\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-5.png\" alt=\"\" class=\"wp-image-832\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-5.png 624w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-5-300x105.png 300w\" sizes=\"auto, (max-width: 624px) 100vw, 624px\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The patient should already be selected.  If you do not see the charge being paid, try checking\/un-checking the two \u201cShow\u2026\u201d options in the top-right corner.  Enter the amount being paid to each date\/procedure under the Payment column.  Optionally; Enter any Adjustments if applicable.  Also make note of the options near the bottom of the screen, and make any selections\/de-selections as desired, before clicking Save Payments\/Adjustments.  Click Close when finished.<br><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"623\" height=\"279\" src=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-6.png\" alt=\"\" class=\"wp-image-833\" srcset=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-6.png 623w, https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-content\/uploads\/2021\/06\/image-6-300x134.png 300w\" sizes=\"auto, (max-width: 623px) 100vw, 623px\" \/><\/figure><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Patient Payments in Medisoft There are two ways to enter patient payments in Medisoft; Directly in Transaction Entry, or via Deposit entry. First let\u2019s take a look at entering patient payments via Transaction Entry. Access Transaction Entry via the Activities menu. Select a patient Chart, and if there are multiple Cases, select the one to &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/medisoft-patient-payments\/\"> <span class=\"screen-reader-text\">How to Apply Patient Payments in Medisoft<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":825,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","footnotes":""},"categories":[9],"tags":[],"class_list":["post-824","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-medisoft-training"],"_links":{"self":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/824","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/comments?post=824"}],"version-history":[{"count":0,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/posts\/824\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media\/825"}],"wp:attachment":[{"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/media?parent=824"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/categories?post=824"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.2kmedicalsoftware.com\/Medisoft-Blog\/wp-json\/wp\/v2\/tags?post=824"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}