Complete this task to create a payment batch for payments you want to apply.
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| You must create a payment batch before payments can be applied. |
Step-By-Step Guide
Step | Instructions | Additional Information | ||||
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| 1 | From the Payment Batches page, click Create (or press Alt + C). The Create Payment Batch window opens.
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| 2 | Open the Practice drop down list and select the practice to which the charge batch will be associated. |
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| 3 | Enter the total number of payments to be included in the payment batch in the Expected Count field. | |||||
| 4 | (Optional) Enter the anticipated sum total amount for all payments in the payment batch in the Expected Total field. | |||||
| 5 | (Optional) Enter or select the date to use as the Accounting Date for all payments in the payment batch. |
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| 6 | Click OK. The Payment Batch / Payment Batch Information tab opens. | |||||
| 7 | (Optional) Enter any additional information about the payment batch in the Description field. | |||||
| 8 | Apply insurance, guarantor, and external collections payments to the payment batch. | |||||
| 9 | When finished, click Save. |
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Payment Batch / Payment Batch Information Tab Payment Batch / Image Batches Tab Payment Batch / Import Exceptions Tab Payment (External Collections) Page Applying External Collections Payments Transferring Payments to Suspense Transferring Money to Miscellaneous Income Applying Rescinded Payments (Insurance Payment) Applying Rescinded Payments (External Collections) Adding Service Line Distributions (Insurance Payment) Updating Service Line Distributions (Insurance Payment) Adding Service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) |
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