Add a Payment in the Ledger

Q: How do I add a payment in the ledger?

1. Open the Patient's Account

1. Open the Patient's Account

Click on the Billing menu, then select Patient Account.  Search for the account using the patient's last name, then click Select to open the account.

2. Open the Patient's Ledger

2. Open the Patient's Ledger

Click on the Ledger tab.

3. Add Payment

3. Add Payment

Click the Add Payment button.

4. Enter Payment Details

  1. Enter the Payment Amount.
  2. Apply the payment to charges: Disburse: will auto disburse the payment from oldest to newest charge. Manual Disburse: manually apply the payment to a selected charge by clicking on the arrow in the applied column.
  3. When the entire amount has been applied, the Remaining balance will be $0.00.  Click the Save button to save the payment.

*Note: A payment can be stored as a Pre-Pay or Co-Pay from this window.  Simply type the amount you wish to store in the Pre-Pay or Co-Pay box before disbursing the payment.

Payment Saved to Ledger

The payment has been saved to the ledger.