Wiki source code of Patient Payment from the Patient Ledger
Version 3.1 by Bailee DeBord on 2024/04/22 22:19
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3.1 | 1 | === This article details how to add a payment that comes directly from the patient. === |
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3.1 | 3 | When you receive payments directly from your patients, whether copays or later payments towards deductibles or patient responsibility, it’s important to know how to enter these. Note that while you’ll probably be entering copays from the check-in or check-out screens, you can also enter copays using this method. |
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3.1 | 5 | While most ledger activities can be done from either the patient’s Ledger or the Practice Ledger, patient payments can only be entered from the patient’s Ledger. |
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3.1 | 8 | ~1. Navigate to **Patients**. |
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3.1 | 10 | 2. Search for and select the patient’s profile. |
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3.1 | 12 | 3. Click the **Ledger** tab. |
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3.1 | 14 | 4. Click **Add New Payment**. |
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3.1 | 16 | [[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006FdHC&feoid=00N3Z00000CK8NB&refid=0EMQi000001nfHZ||alt="click add new payment"]] |
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3.1 | 18 | 5. Select the **Patient Payment** card. |
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3.1 | 20 | 6. Enter the payment details. |
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3.1 | 22 | [[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006FdHC&feoid=00N3Z00000CK8NB&refid=0EMQi000001nfJB||alt="enter the payment details"]] |
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3.1 | 24 | 7. Click **POST.** |
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