How to Post Payments for Scheduled Visits?

How to Post Payments for Scheduled Visits

Purpose:

To guide users through recording payments for appointments where documentation isn't yet complete, while explaining the temporary credit status and subsequent balance reconciliation process.

Scope:

This article covers:

1. Payment posting for scheduled-but-undocumented visits (red entries)
2. Temporary credit handling
3. Self-pay vs. insurance claim workflows 
   Excludes:
4. Payments for completed visits (black entries)
5. Insurance claim submission details
6. Patient statement generation

Procedure:

1. Identify Scheduled Visits:

• Red entries in Visits & Receipts indicate scheduled/unattended appointments

2. Apply Payment:

• Click Actions → Apply Payment (green +)
• Enter:
  • Payment amount
  • Payment type
  • Optional comments (e.g., "Copay received")
• Click Save → Creates temporary credit

3. Finalize Attendance:

• Self-Pay: Payment due auto-populates when marking attendance
• Insurance: Balances update after claim submission

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