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Applying a Payment to a Service

Applying a Payment to a Service

 

To apply a payment to a service, complete the following screen.

 

 

While this screen appears complicated, there are actually only four amount fields that you can change and most of the time you will use only one or two of these. The rest are so that you have all the information you need to enter the correct amounts.

 

Provider Credited

Select the provider who will be credited with the income from this payment. The default provider will be determined by a practice option where you choose from either the patient's principal provider or the service provider. The drop-list will contain a list of all providers in the practice.

 

Date Applied

Enter the date the payment is applied to the service. You can press F2 or right-click to select a date from the popup calendar. This date is used to determine the period in which the income is credited to the provider.

 

Amount Available

This display field shows the maximum amount available to apply to this service.

 

Total Service Amount

This display field shows the total service charge.

 

Service Adjustments

This display field shows you the total of the adjustments added to the service.

 

Patient Portion / Change to

The display field on the left shows the original patient portion of the service fee. The Change to field, initially equal to the Patient Portion field, lets you change the patient responsibility on the service. If you change it, the Insurance Portion Change to field will be recalculated accordingly.

 

Insurance Portion / Change to

The display field on the left shows the original insurance portion of the service fee. The Change to field, initially equal to the Insurance Portion field, lets you change the service amount expected from insurance. If you change it, the Patient Portion Change to field will be recalculated accordingly.

 

Insurance Fee Paid / Paying now

The Insurance Fee Paid display field shows how much has already been paid toward the service. If you are editing an existing payment, this amount includes the current payment.

 

The Paying now field is where you enter how much to apply to the service. If you are editing an existing payment, this amount will be filled with the amount of this payment already applied to the service. You can change it as needed.

 

To let the program make its best guess and fill in the amount to apply to the service, right-click or press F2.

 

Insurance Write-Off / Change to

This pair of fields shows you the amount of the insurance write-off was entered on the service and lets you enter a different amount.

 

Insurance Balance / New Balance

These fields show you the original service balance and new balance after making this payment.

 

[Move Balance to...] button

This button lets you move the remaining balance on the service to either the patient amount due or to an insurance write off. When the button is clicked, it opens a popup menu with these two choices.