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How To
Post
A Patient's
Payment
- Private/Self Pay
How To
Post
A Patient's
Payment
- Private/Self Pay
Go to Barnestom Office
Accounts Receivable >
Post
Payment
s >
Post
Paper Remittances
tab.
Enter chart number for the patient or search and select by name (depending on which bullet is selected).
The patient’s A/R history will appear on the screen. Locate the month for the
payment
and click on the line that holds the balance.
The
Add/Edit Accounts Receivable
screen will appear. Update the
Transaction Date
, if needed.
At Amount # 1, you will enter the
payment
amount and the proper
payment
code. A default code may appear if one has been assigned to the payer. If not, search for the name by description or enter the three-digit code.
At Amount # 2, you will enter the adjustment amount and the proper adjustment code. (Skip this section, if there are no adjustments to be made.)
There is a comments section for special notes. It is common to add notes regarding specific dates that were paid.
Click
Save
.
Continue this process with the next patient (or
payment
) until all
payment
s have been entered.
Once you have entered all
payment
s select View Detail to verify your
post
ings are correct.
Then continue downward and select
Print
.
Select
View Totals
to verify totals are correct.
Select
Approve Totals
.
Select
Post
Entries
(A box will appear "
Post
ing is complete.").
Select Refresh A/R Detail to view your changes.
Print A New Statement:
Barnestorm Office > Accounts Receivable > Reports
.
Select
05.37 Balance Forward Statement.
Enter the patient/billing information.
If you have multiple payers, and you want both to appear on the statement, select the box beside Allow Multiple payers, select those payers
You also have the option to edit/change the statement trailer text before printing off your statement.
Click
Print
to print your statement.
Rate this Article:
Tags:
Accounts Receivable
,
Post
Paper R/A
,
Post
Payment
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Details
Last Modified:
Monday, July 31, 2023
Last Modified By:
farrah@barnestorm.com
Type:
HOWTO
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Article has been viewed 6,411 times.
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