Step 1: From the Posting Application, select the Line Posting tab. (Note: You must be in an open control to post payments.)
Step 2: Load the patient account by typing the account number into the account field. (Alternately, to perform a patient search, click the italicized word Account or click into the Account field and press F3.)
Step 3: Select (Left Click) the appropriate visit that you need to post a payment on.
Step 4: Enter the payment information.
Start Date = Payment Date.
Trace = Check # if a check payment. If not a check payment, leave this field blank.
Trans Type = P for Patient Payment.
Tran Code = Payment code. To perform a code search, click the italicized word Code in the column header.
Description = Description of Payment Code.
Amount = Payment amount. (Note: This is just a reference field and the amount does not need to be entered here.)
Step 5: On the transaction line, enter the payment amount in the payment column. (Note: If there are multiple charges that payments needs to be applied to, you will enter the payment amount, specific to each line, in the payment column on each individual line.)
Step 6: Select Apply in the bottom right corner of posting application or press F9, to save the changes.
