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Process Held Payments

Processing Held Payments

Found in the Transaction Module under the Month End Task icon, the Process Held Payments is a working report which can generate a list of patients with held payments and credits and allows you to allocate them to open treatments. Doing this monthly helps keep your accounts up-to-date and clean.

  1. Select your Search Options and select
  2. Highlighting a payment line in the list and then select an action using the buttons along the bottom. The available button actions are:
    • Remove then Patient from the currently generated list.
    • Select Account will make their account the active one for you.
    • Apply will bring up the Payment Allocations window for you to apply the payment.
    • Apply Details will open the Payment Apply Details window showing you what the current payment has been applied to.

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