Patient Payment from the Patient Ledger

This article details how to add a payment that comes directly from the patient.

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.

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.
 

1. Navigate to Patients.

2. Search for and select the patient’s profile.

3. Click the Ledger tab.

4. Click Add New Payment.

5. Select the Patient Payment card.

6. Enter the payment details.

7. Click POST.