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How do I post a payment from the scheduler

How to Post a Payment from the Appointment

Posting a payment from the schedule, allow a user to quickly post a patient prepayment, copay, or payment on an existing balance.

Steps to Post a payment from the schedule

  • Open the Appointment Schedule Application
  • Find the patient listed on the schedule
  • Right click on the appointment slot for the selected patient
  • Click on Post Patient Payment
  • The payment entry box will appear 
  • Code
    • Select the Type of payment the patient is making
      • Cash, Check, Credit Card, Ect
      • If Instamed Credit Card type is selected, the Instamed Payment Portal will appear
      • The user will need to enter or swipe the credit card for payment processing 
      • Description
        • This field will default based on the Code selected 
  • Trace Information
    • This is a free text field
  • Pre-Pay Amount 
    • This will allow the user to post a pre-payment for a future visit o This will create a DEPOSIT charge on the account with the payment attached 
  • Co-Pay Amount
    • This will allow the user to post a copay for the selected appointment o This will create an UNAPP charge on the account with the payment attached
  • Pay on Account
    • This will allow the user to post a payment on a previous balance the patient owes 
  • Financial Location
    • Can select the financial location for the payment. This is not a required field 
  • Print Receipt
    • If this box is selected a receipt will print for this payment.
When the first payment has been posted the system will automatically open a new control, this control will be used for all future postings for the day  The control will need to be balanced and closed at the end of each day. Please see document for Balancing and Closing Controls