Transactions

From the Treatment Flow window, there is an option to go directly to the Patient Payment screen. It can also be accessed at any time by going to the Pat Pmt tab...

The account you are transferring the credit to must have an owing balance. If they do not have an owing balance, you will need to place a patient note reminding...

Description This article will guide you through reversing part or all of a bulk insurance cheque. Step-by-Step Open patient in Transactions. Click on Bulk Ins tab. This area will usually...

Download & Print Transfer Code Description Patient Insurance Affect Today's Deposit TB Transfer Balance Owing Transfers the balance owing from the patient side of the ledger to the insurance side....

Description A Payment Reversal is used when a payment is entered incorrectly (i.e.: the wrong amount is entered, the payment is entered on the wrong account, or the cheque should...

Description A Collection Agency Write Off is used when an account is not collectible, and you want to send it to collections. This adjustment WILL decrease the balance on the...

Description A Fee Discount is used when a treatment is to be discounted. When this adjustment is done it will print on the receipt as “Courtesy Discount” allowing the patient...

Description A Fee Posting Error is used when a treatment has been posted incorrectly OR posted to the wrong patient/account OR to the wrong producer and it cannot be deleted....

Description A Fee Write Off is for general use to decrease balances when you know the patient/insurance company will not be paying. This adjustment WILL affect your accounts receivable and...