Posting Statement Payments
Statement payments can be easily posted using the Payments Button in the Responsible Party Screen. Select the Patient icon, click on Responsible Party tab and using the Responsible Party account number on the statement remit slip pull up the Responsible Party.
From this screen you can view a overview of all monies owed including the aging buckets. For more detailed review you can select the Family History button. After confirming everything matches correctly click the Payments button.
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Once posted the payments are automatically disbursed against the oldest oustanding patient balance tied to the Responsible Party.
Example: f this Responsible Party had 3 children all with balances totalling $50.00 and the statement payment was $25.00 the payment would be applied to the oldest $25.00 balance first.
Posting statement payments from this screen is quick and easy.
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If the payment poster wants to apply the money specifically to a line item they can complete those steps from the Trans Entry payment screen.
On the back of the Statement Remit the patient has a option to indicate new mailing address and / or insurance information. It is suggested to train the payment posters to always flip the remit over and view before posting the next statement payment.
To learn more about posting Posting Statement Payments please Watch our FREE Medical training video series.
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