PATIENT MANAGEMENT PROGRAM
This will bring you to the Payment
Distribution screen. This screen appears any
time PMP does not know how to distribute a
payment amongst practitioners. You will
never see this screen if only practitioner has
ever treated a patient.
Under the Payment column, type in the
amount to give to the practitioner who has
the balance.
Type the amount to take away from the
practitioner with the credit. This amount
must be typed as a negative.
These two amounts must balance each
other out – meaning the two totals added together must equal zero.
Click Accept.
The credit balance has now been
transferred.
Returned Cheques
To record a returned cheque you will need to complete the following steps:
1. Add Returned Cheque to your Fee Schedule if necessary. Also add Returned Cheque Charge if
your office policy requires a charge when the bank returns a
cheque.
Click the Setup menu, Fee Schedule, Other. Click Add. Double
click into the code field and type RC into the code field and
Returned Cheque into the description field. Leave the amount at
0.00. Click Save.
Click Add. Double click into the code field and type RCC into the
code field and Returned Cheque Charge into the description
field. Type the amount you charge for a returned cheque. Click
Save.
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