Searching for payments

You can search for payments in the Accounts module by check or bank number, amount, payment date, payment type, account, or insurance carrier name. You can print a report that lists the payments found by the search.

Use this feature when you want to search for any patient or insurance payment, including batch insurance payments.

To search for a payment

1.   In the Accounts toolbar, click Search Payments.

The Search Payments dialog box appears.

 

2.   Under Check Information, type the following information in the appropriate fields:

·        Check # - Type the check number. This field can contain up to 9 characters.

·        Bank/Branch # - Type the bank or branch number. This field can contain up to 19 characters.

3.   Under Select Date, set your search parameters using the following options:

·        From - Select a start date for the search from the list, or select All Dates to search without a start date.

·        To - Select an end date for the search from the list, or select All Dates to search without an end date.

·        Procedure Date - Select to search by the date you performed the procedure.

·        Entry Date - Select to search by the date you entered the procedure.

4.   Do the following:

·        Select Insurance Carrier - Select the insurance carrier range that you want to search by in the From and To fields.

·        Amount - Type the amount range that you want to search by in the From and To fields.

·        Select Account - Click the search button, and select a guarantor to search by account.

·        Select Payment Types - Select the types of payments that you want to search by, or select All to include all payment types.

5.   Click Search to begin your search.

The search results appear at the bottom of the dialog box.

Note: Click any column header in the pane to sort the search results by that column.

6.   Click Open in Accounts.

The patient’s payment appears in the Accounts module.