You can view all payments of a patient in the All Payments tab in the patient payment slide-out. Let's explore how to maximise this feature.
Topics Covered
- View All Payments in Payment Slide-out
Watch this video for a complete understanding.
- View or Edit Payment Receipt Details
- Filter All Payments
- Global Level Actions on All Payments Tab
- Void a Receipt
Dive deep with this detailed walkthrough video.
- Select the patient using the Global Search bar > select Billing > Payments.
OR
- Select the patient using the Global Search bar > select the Payment quick link.
- Select the All Payments tab.
- By default, only receipts that have unapplied credits will be listed on this page. These are the receipts the user would want to take action on.
- To view all receipts even without unapplied credits, select the 'Show Receipts without Available Credits' option.
Click on any of the patient payment receipts in the All Payments tab. This will open the Payment Details modal.
- On the Receipt Details tab, you can view all details such as the Receipt Number, Payment Amount etc.
- Click Edit Payment Details.
- Make the required changes.
- Click Save.
See below for the description of the editable options.
- Payment Amount: Change the payment amount if needed. The unapplied credits will also be altered based on the change.
- Location: Change the payment location if needed.
- Payment Date: Change the payment date.
- Payment Type: Change the payment type such as cash payment, card payment, etc.
- Provider: Select the treatment provider.
- Remarks: You can add or edit remarks for the payment receipt.
Note: The edited changes will be reflected in the patient statements only after they are generated. |
Let's check out the actions in the Payment Details modal:
1. Mark as Unsettled: For a check payment receipt, click Mark as Unsettled on the Receipt Details tab, to mark it as as Unsettled when a check that was previously accepted for payment is later found to not have enough funds to cover the amount. This action will reverse all transactions that were completed using the check, which will increase the patient's balance due.
2. Reverse Transactions: To reverse a payment transaction on a receipt, click Transactions > select transaction > click Reverse.
3. Reverse Refund/Reverse Adjust-Off: You can reverse a refund or an adjust-off action by clicking the Reverse Refund or Reverse Adjust-Off button as needed. You can also Print Refund Check here to provide the proof for the patient.
4. View History: You can view the history of the changes made to the receipt when you select the History tab.
You can filter payment receipts based on various criteria, allowing you to refine the list and view only the desired receipts.
- Receipt No: Enter the receipt number or starting few numbers of receipts to refine the listing.
- Payment Date: Filter the patient payment receipts according to the intended date range.
- Method: Filter the payments based on the method of payment such as regular payment, advance payment, etc.
- Paid For: You can search for a patient's name to view the receipts in their name.
- Category: Refine the listing by payment categories such as cash payment, credit card payment, etc.
- Location: Filter the patient payments by practice location.
- Amount: Find the intended receipt by the payment amount.
- Remarks: Find the intended receipt by entering the remarks added to the patient payment receipt.
You can select receipt(s) and apply certain actions on this page. The actions are explained below.
- Email Receipt(s): To send an email to the patient with the selected payment receipt(s).
- Print Receipt(s): To print the selected receipt(s).
- Delete Receipt(s): To delete the selected patient payment receipt(s).
- Reverse Receipt(s): To reverse the payment transaction(s).
To apply an action, perform the steps below.
- Select the intended patient payment receipts(s).
- Click the desired action buttons located at the bottom left.
If you click Print Receipt(s),
- The printout version of the receipt will be opened in a new tab.
If you are deleting a receipt,
- Enter the Reason for Deleting Receipt.
- Click Delete Receipt.
When you reverse a receipt(s),
- Verify the transactions on the Reverse Receipt(s) modal.
- Click Reverse Receipts to proceed.
You can void a receipt if you do not need it. The receipt will be deleted and refunded
- Locate the intended patient payment receipt.
- Click Void.
- Enter Reason for Voiding Receipt.
- Click Delete and Refund Receipt.
That is how you use the All Payments tab in the payment slide-out to view and manage a patient's payment in CareStack.