PATIENT MANAGEMENT PROGRAM
Payment Distribution Screen
(Multi Practitioner Offices Only)
A Payment Distribution screen will appear after processing a payment for a patient when more than one
practitioner is owed money and the payment amount is not equal to the total owed.
The lower half of the screen is named ‘Payment Worksheet’. All the practitioners on your PMP will be
listed here with account balances. Put a checkmark beside Balance Due only if you wish to pay the entire
balance for that practitioner. If you wish to pay an amount different from the Balance Due type that
amount into the field under Payment.
Each payment made in the worksheet will reduce the Amount to Allocate balance until the total is 0.00.
The Accept button is only enabled when the amount to allocate reaches 0.00. Click Accept.
View All Doctor Balances
On occasion you may require the ability to edit the balance owing for a specific patient / doctor. This is
not a procedure that is recommended unless it is done to correct a balance owing that was not created by
a listed activity or to correct a balance transferred from another software conversion.
In the Patient Information screen on the Account / Activity tab click View All Doctor Balances. A pop up
window will appear entitled Edit Balances.
50
|
Posting Activity