How to Record a Payment Made On a Claim or Outstanding Invoice

• You can find the invoice through the patient profile, from Billing->Patient Invoices, or through the Aging Report dashboard and Account's Receivable Ledgers.
  
  
• Once you have located the invoice you want to make the payment for, click Actions->$ Add Payment. 
  • You can also add a write off for an error, non-collectable debt, or insurance adjustment by going to Actions->-Add Write-off
    
    
• Select if a full payment is being made or a partial payment. If it is a partial payment, you will be asked additional details on what is being covered through this payment. If you are adding ERA/EOB information to an insurance invoice, choose partial payment so you can add adjustments as needed.
  
  
• Select the Payment Type 
  • If you are logging an insurance payment, you should select - Insurance
  • If you are charging a patient's credit card with this payment, you should select their credit card and click 'Save Payment' to run the card 
  • If you are logging a payment that was made through another method, select that payment method from the list. 

• Click Save

• The invoice should know show as either paid or partially paid. 

• All payment history can be viewed under Billing->Patient invoice payments. You can apply additional payments to this invoice if needed. 

If you are adding insurance ERA/EOB information, click partial payment (custom):

Then you will be able to add the payment and adjustment information to match the information from the ERA/EOB.