How to do Spread payment?

Purpose:

To guide users in distributing a single patient payment across multiple visits/dates of service (DOS) in HelloNote EMR, ensuring accurate financial tracking and balanced accounting.

Scope:

This article covers:

1. Prerequisites for payment spreading
2. Step-by-step payment distribution
3. Auto-balance functionality 
   Excludes:
4. Initial payment application
5. Bulk payment processing
6. Insurance payment allocations

Procedure:

Prerequisite:

• Payment must already be applied to at least one DOS via Apply Payment

Steps:

1. Navigate to Visits & Receipts (V&R) Tab
2. Select target Date of Service (DOS) with existing payment
3. Click Actions > Auto-Balance
4. Choose Spread Payment option
5. Allocate payment amounts across desired DOS:
   1. Manually adjust amounts
   2. View real-time balance updates
6. Confirm with Save

-

This option is available on the Visits and receipts tab and is only visible when the patient payment account has been documented on the Visit & Receipt for a specific Date of Service 

Step 1 - Navigate to a specific DOS on the v&r tab page
Step 2- Make sure to document the patient payment amount using the "apply payment button"
Step 3 - click "Action" > "Auto-balance"
Step 4 - click "spread payment" and distribute the payment amount into different DOS

Step 5 - Click "save"