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Apply Payment to Multiple Patients

Apply Payment to Multiple Patients

  1. Add the initial payment and apply it to the first patient. The amount to be applied to other patients should not be applied to either services or overpayments on the first patient's account. This payment is now the Active payment.

  2. Select another patient.

  3. On the transaction list click Insert and select “Apply Active Payment”.

  4. If this is a patient payment, apply the appropriate amounts to the selected providers.

  5. If this is an insurance payment apply the remaining balance to services as appropriate.

  6. Click OK to save the payment to this patient's account.

  7. If any balance remains unapplied, there is still an active payment.