In previous versions of SOAPware, when entering patient payments for prior dates of service, the Pay Date would display current date entered as the actual pay date in the Charge Details/Payments/Adjustments, as well as the Payment Summary reporting. Users can now select a prior Pay Date to display the date payment was received.  

Double click on charge line in ledger to display payment details.

Generate Payment Summary for the payment date, and payment will be included in report. Payment Summary reflects Date Entered as date indicated in Make Payment, to help balance your payments for that date.

Note: The payment will still be included on the End of Day report for the Date Posted. If the Date Posted is in a different month than the Check Date/Date Entered, the ledger and month end reporting will be reported by the Post date. The Payment Posting date cannot be changed.

When applying insurance remits that are deposited on a specific day, but not entered into Insurance Payment Posting until a later date, the Check Date can be back dated to the date of deposit so it will print on the Payment Summary for that date, allowing for balancing out the days deposits. This example is a remit deposited on5/10/2013, but not entered an applied to visits until 5/10/2013.

The Check date summary can be created by entering the Date Entered in the Start Date and End Date fields and checking the Exclude Posted Only box. This will allow you to balance to the payments deposited for that date, and will not include the payments that were posted on that date, but entered on a previous date.

Note: The payment will still be included on the End of Day report for the Date Posted, and if the Date Posted is in a different month than the Check Date, the ledger and month end reporting will be reported by the Post date. The Payment Posting date cannot be changed.