Charge Entry Screen
This screen is used to post all charges to an invoice and any immediate payments, up to three, such as copayments or “self-charges/purchases” (that will not be sent to insurance…office visits, vitamins, contact lens supplies, whatever). No insurance-check postings are EVER done on this screen. You can use this screen to post a simple insurance or courtesy adjustment at the time of a visit (such as adjusting the copayment).
Payment Entry and Administrator’s Screen
These screens are used to:
Post all other insurance and patient payments and all adjustments
Reassign the balance to another responsible party
Decide if the claim continues onto insurance processing or get reassigned to the patient.
Posting Multiple Payments from one check
Posting multiple payments from one check is easy. PracticeMaker® allows you to “save” specific information about a check, the PT (payment type), Date, Reference and Source, so you can this information over and over again. Only the Amt$ needs to be entered for each invoice. This is how you do it:
- Find the first invoice that belongs to the check.
- Click in PT and select 2 Insur-payment. Enter the Date, Amt$ of the payment (even if $0) and then the check number in Reference (do not use any special characters like “ck#”, etc.) as shown in the example below. Select a specific Source (if not PracticeMaker® will select it for you).
- Before you do anything else, check off Save just next to Reference. This will force PracticeMaker® to save the contents of these temporary fields, except the amount, for use with the remaining invoices that appear on the check.
- Your last step
is
to click the
button to
bring the payment down.
The final result, after you make some selections at a few dialog boxes, is seen here. There is a separate section about bulk check processing.
last updated 8/30/2004