Complete this task to apply an external collections payment. You can apply a payment to a new payment batch or add a payment to an existing payment batch.
Step-By-Step Guide
Step | Instructions | Additional Information |
|---|---|---|
| 1 | From the Payment Batch / Payment Batch Information tab, click Create Coll (or press Alt + O). The Payment: New (External Collections) page opens. | |
| 2 | If applicable, open the Image Set drop down list and select the image set that contains the images to be attached to this payment. | |
| 3 | Open the Transaction Type drop down list and select the type of transaction used for this payment, e.g., check, cash, credit card, EFT. | |
| 4 | Enter the check number on the check issued by the guarantor in the Number field. | |
| 5 | Enter the total amount of the check in the Amount field. | |
| 6 | Enter or select the date of the check in the Date field. | |
| 7 | Open the Agency drop down list and select the external collection agency that issued the check. | Options in the Agency drop down list will include agencies currently or previously associated with the practice. |
| 8 | Optional) Select the Received from Patient checkbox if the payment was paid directly by the patient. | |
| 9 | Enter or select the date to use as the Accounting Date for the payment. | If your practice is configured for accounting dates, the Accounting Date option is shown. If your practice is not configured for accounting dates, the Accounting Date option is not available. |
| 10 | (Optional) Recoup any funds from another payment, or transfer money to miscellaneous income. | |
| 11 | In the Distributions section, click Add Next (or press Alt + N). The Add Distribution window opens.
| |
| 12 | Distribute the external collection payment. | |
| 13 | When you are finished, click Save (or press Alt + S). |
Payment Batch / Payment Batch Information Tab
Payment Batch / Image Batches Tab
Payment Batch / Import Exceptions Tab
Payment (External Collections) Page
Transferring Payments to Suspense
Transferring Money to Miscellaneous Income
Applying Rescinded Payments (Insurance Payment)
Applying Rescinded Payments (External Collections)
Adding Service Line Distributions (Insurance Payment)
Updating Service Line Distributions (Insurance Payment)
Adding Service Line Distributions (Guarantor Payment)
Adding On Account Distributions (Guarantor Payment)
Adding Service Line Distributions (External Collections)
Linking/Unlinking Images to Service Line Distributions
Payment Batch / Payment Batch Information Tab
Payment Batch / Image Batches Tab
Payment Batch / Import Exceptions Tab
Payment (External Collections) Page
Transferring Payments to Suspense
Transferring Money to Miscellaneous Income
Applying Rescinded Payments (Insurance Payment)
Applying Rescinded Payments (External Collections)
Adding Service Line Distributions (Insurance Payment)
Updating Service Line Distributions (Insurance Payment)
Adding Service Line Distributions (Guarantor Payment)
Adding On Account Distributions (Guarantor Payment)
Adding Service Line Distributions (External Collections)
Not applicable for this topic