Post a Paper Remittance

1. Enter the patient’s chart number, or select the option to search for the patient by name.
2. Review the patient’s Accounts Receivable history. Locate the billing month for the payment and select the line containing the balance.
3. The Add/Edit Accounts Receivable screen will open. Update the Transaction Date, if needed.
4. In Amount #1, enter the payment amount and select the appropriate payment code.
   • A default payment code may appear when one is assigned to the payer.
   • If a code does not appear, search by its description or enter the three-digit code.
5. If an adjustment is needed, enter the adjustment amount and code in Amount #2. Skip this section when there is no adjustment.
6. Enter any helpful notes in Comments. For example, you may document the specific dates of service included in the payment.
7. Click Save.
8. Repeat these steps for each additional patient or payment.

Review and Post the Entries

1. After all payments have been entered, select View Detail and verify that the entries are correct.
2. Select Print to print the payment detail, if needed.
3. Select View Totals and verify that the totals are correct.
4. Select Approve Totals.
5. Select Post Entries. A message will confirm that posting is complete.
6. Select Refresh A/R Detail to view the posted changes.