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6 Lecture 2. Entering Charge Transactions and Patient Payments. 6-16. 6.4 Entering Payments Made at the Time of an Office Visit. Payments in Medisoft are entered in two ways Patient payments made at the office are entered in the Transaction Entry dialog box

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6 lecture 2

6Lecture 2

Entering Charge Transactions and Patient Payments


6 4 entering payments made at the time of an office visit

6-16

6.4 Entering Payments Made at theTime of an Office Visit

  • 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

6-17

6.4 Entering Payments Made at theTime 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


6 4 entering payments made at the time of an office visit continued1

6-18

6.4 Entering Payments Made at theTime of an Office Visit (Continued)

  • Entering patient payments

    • The code for a payment is selected from a drop-down list already in Medisoft

Drop-down list


6 4 entering payments made at the time of an office visit continued2

6-19

6.4 Entering Payments Made at theTime 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


6 4 entering payments made at the time of an office visit continued3

6-20

6.4 Entering Payments Made at theTime of an Office Visit (Continued)

  • Entering patient payments

    • Other information entered includes:

      ▪ Date ▪ Description ▪ Provider

      ▪ Amount ▪ Check Number ▪ Unapplied


6 4 entering payments made at the time of an office visit continued4

6-21

6.4 Entering Payments Made at theTime of an Office Visit (Continued)

  • 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