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An Overview of Provider Tagging to Receipts

Namitha Elizabeth Smart
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The Provider Tagging to Receipts feature allows your practice to link a specific provider to every payment receipt created in the system. This enables accurate reporting based on collections, helping your practice keep track of income flow efficiently.

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Configure Provider Tagging to Receipts

Perform the steps below to get started.

  • Navigate to the System Menu > select Practice Settings > Payments & Billing > General.
  • Select the Others tab.
  • Click Edit.

Configure the following settings:

  • Enable warning while making a provider transfer of receipt*: Set this as Yes to receive a warning when applying a payment to a treatment completed by a provider using a receipt tagged to another provider. 
  • Enable provider tagging for receipt*: Set this as Yes to enable provider tagging.
  • Mandatory Provider Tagging*: Set this as Yes to make the Provider field mandatory when making a payment.
  • Click Learn how provider auto-tagging works to see how providers get automatically tagged to receipts.

Now that you have enabled provider tagging to receipts, let's take a look at its impacts.

Impacts of Provider Tagging to Receipts

When Provider Tagging to Receipts is enabled for your practice, several areas in the system are impacted. These include:

a. Payments

  • When making any Payment (Insurance, Regular or Advance), a Provider field will appear. 
    • The Provider field may or may not be mandatory depending on your configuration.
  • In the Manage Credits and All Payments tabs in the Payment slide-out, a Provider column shows the provider tagged to each receipt.
  • A Provider column is also available in the Payments page and the Unapplied Credit Management page when grouped by Receipt.
Note: For a receipt with Provider marked as None, you can tag a provider to it by editing its Payment Details.

b. Payment Plans

  • When creating a Payment Plan, you have to select a Receipt Provider.
    • All receipts created via the Payment Plan will be automatically tagged to the selected provider.
  • In the Payment Plan Control Center, you can view the Provider tagged to each plan.

Note: 

  • For a Payment Plan with Provider marked as None, you can tag a provider to it by editing its Payment Details. 
  • If the receipt provider is edited, it will only be reflected in all receipts created after the change.

c. Text to Pay

When creating a Text to Pay request, you have the option to select a provider.

  • Click Edit Provider.
  • Select the intended provider.
  • Click Update.
    • When a payment is made via the Text to Pay link, the created receipt will be linked to the selected provider.

d. Operational Reports

With the introduction of the Provider Tagging to Receipts feature, collection based reports will include the following updates:

  • A Receipt Provider filter has been added to the Deposit Slip, Income Allocation, and Payment Log Reports.

  • The Income Allocation View of the Income Allocation Report has been enhanced with two new columns: 'Payments' and 'Allocated Payments.' These display the total payments and allocated payments, respectively, that are associated with the provider.
  • The Advance Payments and Allocated Advance Payments Views of the Income Allocation Report have now been amended to Payments and Allocated Payments Views respectively, allowing you to drill down into all payments tagged against a provider.
    • You can also filter these views by Payment Category, Payment Type and Payment Method.

Practices can use this guide to configure Provider Tagging to Receipts and learn about its impacts.

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