Transcript 6.4 Entering Payments Made at the Time of an Office Visit

6.4 Entering Payments Made at the
Time of an Office Visit
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• Payments in Medisoft are entered in two ways
– Patient payments made at the office are entered
in the Transaction Entry dialog box
– Payments received electronically or by mail, such
as insurance payments and mailed patient
payments, are entered in the Deposit List dialog
box
6.4 Entering Payments Made at the
Time of an Office Visit (Continued)
• Entering patient payments
– Patient payments are entered in the Payments,
Adjustments, and Comments section of the
Transaction Entry dialog box
– Click the New button, verify/enter the date, and
press the Tab key to begin
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6.4 Entering Payments Made at the
Time of an Office Visit (Continued)
• Entering patient payments
– The code for a payment is selected from a dropdown list already in Medisoft
Drop-down list
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6.4 Entering Payments Made at the
Time of an Office Visit (Continued)
• Entering patient payments
– The Who Paid field displays a drop-down list of
guarantors and carriers that are assigned in the
patient case folder
• Select the person who is paying for the charges
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6.4 Entering Payments Made at the
Time of an Office Visit (Continued)
• Entering patient payments
– Other information entered includes:
▪ Date
▪ Description▪ Provider
▪ Amount
▪ Check Number ▪ Unapplied
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6.4 Entering Payments Made at the
Time of an Office Visit (Continued)
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• Applying charges to payments
– After payments are entered, they must be applied
to the appropriate charge
– Once a charge is selected, choose Apply To Co-pay
or Apply to Oldest based on the type of payment
received
– Exercise 6-3
page 193
– Exercise 6-4
page 196
6
Lecture 3
Entering Charge
Transactions and
Patient Payments
6.5 Printing Walkout Receipts
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• A walkout receipt includes information on the
procedures, diagnosis, charges, and payments
for a visit
– Given to patient after a payment is made; before
they leave the office
– Walkout receipts are created via the Print Receipt
button
Print Receipt button
6.5 Printing Walkout Receipts
(Continued)
• When the Print Receipt button is clicked, the
Open Report window appears with the first
report highlighted Walkout Receipt (All
Transactions)
• Click the OK button
• Choose an option from the Print Report Where?
dialog box and click the Start button
• Select the date for the receipt from the Data
Selection Question dialog box and click the OK
button to print the walkout receipt
• Exercise 6-5 page 200
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6.6 Processing a Patient Refund
• Adjustments to patient accounts are entered
in the same manner as payments are
recorded, in the lower third of the Transaction
Entry dialog box
– The New button begins the process of entering an
adjustment
– Overpayments are color-coded yellow
• Exercise 6-6 page 201
6.7 Processing a Nonsufficient
Funds (NSF) Check
• An NSF check is one not honored by a bank
because the account it was written on does
not have sufficient funds to cover the check
– When a practice receives a NSF notice from a
bank, an adjustment is made in the patient’s
account
– Patient then owes the amount of the returned
check, and often an additional fee
• Exercise 6-7 page 204
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