The Payment Tab is a record of all Payments that have been applied over time for your patient. Payments are anything that makes a balance less which would include Patient Payments, Insurance Payments, both Patient and Insurance Adjustments and Write offs.
Each Payment that is applied will be found in the Payment tab which you will see the headers for each column below.
Green Flag Functions
- Cash Payment Refund - You have to populate a Reason for the Refund then issue the patient the money due them.
Refunding a Credit Card - payment must be under 90 days from the payment date to return back to the credit card. Debit Cards cannot be voided only refunded and they will not go back to the debit card.
- Edit Payment - Anything that is grayed out you cannot edit. The Payment date, Method and Notes are editable.
Apply Credits through out the Software - https://help.healthcoretech.com/a/1770451-applying-credits-through-out-the-software?token=iFtgH5cvhRUhegcObifTPr1v-CbrwY9q
- Print Patient Receipt - The payment will show on the Receipt.
- Unapply Payment - If the Payment has been applied to a charge you can unapply with this option. The money will go back to showing as a credit available.
- Void / Refund Payment: If you only see Void, this means its been more than 24 hours since the original payment and Refund is less than 24 hours.
- Transfer Payment - If you have a credit that has not been used, you will see the option to Transfer the Credit.
Yellow Flag Payments
- Edit Payment - Similar to the Patient Edit Payment but there is only two boxes you can edit.
- Go to Insurance Check - Will open the Carrier Check
- Carrier Refund - if you needed to show in the ledger that a carrier requested a refund or they re-couped money on a remit.
- Go to Carrier - Will open the carrier details.
Plus sign next to Payment Flag
