Entering payments

Account balances are calculated using the “Balance Forward” of Generally Accepted Accounting Principals (GAAP). By default, all charges in a family are combined into one balance. However, you can view individual patient balances, and when a patient makes a payment, you can apply it to the whole family's balance or only to an individual's balance within that family. You can also enter payments in batches or for individual families and patients.

To enter a payment

1.   Select a patient.

2.   In the Accounts toolbar, click Enter Payment.

The Enter Payment dialog box appears.

 

3.   Type the payment Amount and the Check # (if applicable).

The information you enter here appears on all deposit slips.

4.   Select a payment type from the Type list.

Note: You can add to or alter payment types. To learn more, click Customizing payment types.

5.   Select the provider you want to apply the payment to.

Note: If you posted procedures to more than one provider, you can split the payments between providers.

6.   Select Family from the Patient list to apply the payment to the guarantor, or select a specific patient.

Click Setting Easy Dental preferences for information on selecting a default.

7.   If the payment requires a note for clarification, type the information in the Note field.

8.   To post the payment, click OK.