Batch payments screen lets you enter payments and write-offs on multiple orders. You can post insurance or patient payments and apply it to multiple orders. You can also change the insurance company responsible for the order charges.
• To apply a Batch Payment:
1. Follow the menu item sequence … File | Batch | Payments.
2. In the Search Section, specify the search criteria to find the orders that you want to post the payments for.
3. All the orders that meet your search criteria will be listed in the Orders Tab.
4. Specify the payment details in the Payment Details Section i.e. payment method, amount, type and date.
5. In the orders results grid, specify a payment amount to apply against the order. At the bottom it will also tell you the total remaining unapplied balance.
6. You can also choose to write-off the remaining balances by clicking the Write-Off Balance Button. Write-off amounts are automatically calculated based on the payment type and the balance for the paying party. For example, if you choose payment type of insurance and apply payments and click Write-Off Balance Button it will only write-off the balance of insurance leaving the patient balance untouched.
7. Once all the payments are entered click Apply or click OK to apply the changes and close the screen.
See Also: