Payment Summary Screen

After the payment has been saved, the patient file, the audit trail, and all statistical files will be immediately updated with the payment information. You will be taken to a summary screen that gives you an instant recap of this patient.



NOTE: Doctors are given credit only for payments that have been applied to charges or debit adjustments. If payments are left unallocated, those amounts will not be posted to the statistical files until such time the payment is allocated. Therefore, your Payment Analysis Reports will not always match total payments posted.

Your next step may depend on the information displayed here. For example, if you see a five cent balance in the 120 column, you may opt to write that balance off at this point.

You have several options to take at this point:

• Adjustment - even though the payment entry screen also allows for the entry of adjustments, those are strictly credit adjustments. If you need to make further adjustments on the account you can select Adjustment. Please refer to Adjustment Entry for complete details.
• Refund - this allows you to post a refund without having to exit the Payment Entry Function. Only one refund can be posted at a time, but you can use the Refund button multiple times from this screen.
• History - this takes you to the patient review transaction history screen. You can choose this option if you want to review the history to see how the payment you just posted impacted the account. You may also want to validate the patient and insurance balances.
• Recall - this allows you to set or review a recall for the patient so they can be reminded of a future appointment or follow-up.
• Insurance - this allows you to print an insurance form on demand right from this screen. If you had done any files or refiles, you may want to print those forms immediately. If you are posting a large EOB that is generating secondary claim forms, it is better to print these secondary forms through the normal method of Printing Insurance. That way you can print them in alphabetical order which makes attaching them to a copy of the EOB easier.
• Walk Out - this allows you to print a Walk out statement to give to the patient as they are checking out. This would only be used if you were posting the charges and payments prior to the patient leaving your office. Please refer to Print a Walk Out Statement for details on the Walk out statement.
• DMS Record - this allows you to update any DMS record that might be applicable to this patient. For example, you may want to update the HIPAA screen if this patient gave you any new information. Please refer to Patient Change, DMS Records for complete information on the DMS screens available.
• Statement - You may generate a paper statement immediately if you desire. If you are doing electronic statements, selecting the Statement button here, will not accumulate your statements in the electronic file.
• Letters - this allows you to generate a patient letter right from this screen.
• More - this allows you to go right back into the same patient account you just posted a payment to. You may want to do some further allocations based on the information you reviewed on the summary screen. The More button takes you into the Payment Allocation Screen and not the Lead-In screen.