Adding New Patient Payment to the Deposit

1. Now on the deposit screen click on Click New Pat Payment button.

2. Search the patient by last name or enter the Patient ID.

3. Now add Payment details.

4. In Payment Reason add whether it is a refund/copay/co-insurance or payment against deductible.

5. Add the payment amount in the field Unapplied Payment.

6. Uncheck the boxes Auto Apply and Auto Apply to CPT if you don’t want to apply the payment right away.

7. Select the Payment method.

8. Click Submit.