1. 6Lecture 2 Entering Charge Transactions and Patient Payments

2. 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

3. 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

4. 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

5. 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. 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

7. 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