You can view all payments of a patient in the All Payments tab in the patient payment slide-out. Let's check out how to make the most of this tab.
To view patient payments of all patients performed by any user in the system, check out the article 'Manage Payments of All Patients'.
Topics Covered
- View All Payments
- View or Edit Payment Receipt Details
- Filter All Payments
- Global Level Actions on All Payments Tab
- Void a Receipt
Watch this video for a concise summary.
To view all payments of the patient in the payment slide-out, follow the navigation path given below.
Select the patient using the Global Search Bar > click Billing > Payments.
OR
Select the patient using the Global Search Bar > click 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 that the user would want to take action on. To view all receipts even without unapplied credits, click the 'Show Receipts without Available Credits' checkbox.
To view or edit payment details of a patient payment receipt, perform the steps given below.
Click on any of the patient payment receipts in the All Payments tab.
A Payment Details modal will open up.
- On the Receipt Details tab, you can view all details such as the 'Receipt Number', etc.
- Click Edit Payment Details.
-
Make the required changes > click Save. Check below to see the description of the editable options.
- Payment Amount: Change the payment amount if needed. The unapplied credits will also be altered according to the change.
- Location: Change the payment location if needed.
- Payment Date: Change the payment date.
- Payment Type: Change the payment type, such as cash, card, etc.
- Provider: Change the treatment provider from the drop-down.
- Flexi Pay: Activate Flexi-pay, a flexible payment method.
- Remarks: You can add or edit remarks for the payment receipt.
| Note: The edited changes will only be reflected on the patient statements once they are generated. |
Let's check out the actions in the Payment Details modal:
1. Mark as NSF: For a check payment receipt, click Mark as NSF on the Receipt Details tab to mark it as Non-Sufficient Funds 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.
- Select Transactions.
- Select the desired transaction.
- Click Reverse.
3. Reverse Refund:
- Select the intended Refund.
- Click Print to print the refunds.
- Click Reverse Refund to reverse the refund.
- Click Print Refund Check to print the refund check.
4. Reverse Adjust-Off:
- Select the intended adjust-off.
- Click Reverse Adj-Off to reverse the adjust off.
5. View History: You can view the history of the changes made to the receipt when you select the History tab.
You can filter all payment receipts according to several criteria, which helps you to refine the listing and see only the intended receipts.
- Receipt: 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 according to 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.
Explore this video for an in-depth walkthrough.
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 email a receipt,
- Select the intended receipt.
- Click Email Receipt(s).
- Enter the Subject and content to notify the patient about the payment.
- You can utilize Email Templates for faster email creation.
- The payment receipt(s) will be auto-attached to the email as Attachments.
- For improved HIPAA compliance, the emailed receipts will include masked Patient IDs and a confidentiality disclaimer.
- Click Send.
To take a printout of the receipt,
- Select the intended receipt.
- Click Print Receipt(s).
The print version of the receipt will open in a new tab.
To delete a receipt,
- Select the intended receipt(s).
- Click Delete Receipt(s).
A Delete Receipt(s) modal will appear.
- Enter the Reason for Deleting Receipt.
- Click Delete Receipt.
To reverse a receipt,
- Select the intended receipt(s).
- Click Reverse Receipt(s).
A Reverse Receipt modal will appear.
- 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.
A Void Receipts modal will appear.
- Enter Reason for Voiding Receipt.
- Click Delete and Refund Receipt.
Practices can use this guide to learn how to view and manage the All Payments tab in CareStack.