Changing the default payment settings

When you enter a payment in the Ledger, you can apply it to the family balance or an individual patient’s balance within that family. When you apply a payment to the family, it is applied to the oldest balance. You can select the current patient or family as the payment default. When you make a payment or an adjustment in the Ledger, this default is selected automatically. You can always change the patient assignment when entering a transaction.

Note: Even though you can allocate payments and adjustments to an entire family, we recommend that you allocate payments and adjustments to a specific patient instead.

To change a default payment setting

1.   With a patient selected in the Ledger, click Transaction, and then click Enter Payment.

The Enter Payment dialog box appears.

2.   Click the Settings icon.

The Default Payment/Adjustment Options dialog box appears.

3.   Select one or more of the following from the appropriate lists:

·        Provider –

·        Split By Provider – Splits payments by provider.

·        To Patient's Primary Provider – Allocates payments to the patient's primary provider.

·        To Guarantor's Primary Provider – This option only appears if you select Family Account under Patient.

·        Patient –

·        Current Patient – (Default) Applies payments or adjustments to the current selected patient.

·        Split By Family Members – Splits payments by family member. Adjustments are allocated to an individual patient and are not split.

·        Family Account – Applies payments or adjustments to a family's account.

Important: We recommend that you allocate payments and adjustments to a specific patient and not the entire family.

·        Split Method –

·        Guarantor Estimate – (Default) Allocates payments or adjustments according to the guarantor estimate.

·        Percentage Payments – Allocates payments or adjustments on a percentage basis.

·        FIFO (First In First Out) – Allocates payments or adjustments on a first-in first-out basis.

·        Equal Payments – Allocates payments or adjustments on an equal payment basis.

4.   To reset your payment and adjustment settings in the Office Manager, click OK.