Applying Patient Payment to Claims

1. Click Main Menu > Billing > Payment Management

2. Enter the patient's last name or Patient ID to find the patient account.

3. Now under Unposted Payments you will have options like Apply, Auto Apply To CPT, Receipt, Auto Apply and Edit.

4. Use Apply to manually apply the payment to specific claims. 

5. Use Auto Apply To CPT to automatically distribute the payment across CPT/procedure codes. 

6. Receipt generates payment receipt In PDF format. 

7. Use Auto Apply to automatically apply the payment to outstanding claim balances, usually oldest first. 

8. Edit allows you to modify payment details.