References - Payment Type

Payment Types allow you to track various types of payment that are used in your office. You can associate payment types (for example: Visa Credit Card) to patient and insurance payments, and track how often a specific payment type is used via Reports.

There are several default payment types that are automatically included in MacPractice for your use, but you can also add custom payment types for more accurate tracking in reports.

To create a new payment type, go to the References ability and locate the Payment Type node in the sidebar. With the Payment Type node selected, click the plus key in the upper left corner of the sidebar to create a new record.


Once this is complete, you can then set a Payment Name and Payment Category for the new Payment Type. 

Payment Type
This field determines the name of your new Payment Type. For example, if you wanted to track how many patients pay with a VISA credit card, you could name your Payment Type "VISA Credit Card". 

Payment Category
Payment Categories are classifications of default Payment Types that determine how MacPractice handles those payments.

  • Patient Payment Types: Check, Cash, Credit Card, Other. These types all work as patient payments which mean they can be applied to any charge in a single account's ledger, regardless of which incident or patient. 
  • Insurance Check/Credit Card: These types of payment opens a window with EOB information, displays in reports for insurance collections, and allows the tied claims to automatically close when completed.
  • Collections: This payment type should only be used with Transworld services, when receiving a payment directly from Transworld. 

Show In Menu: must be checked if you wish this payment type to appear in the ledger payment pop-up menu

Once the new payment type saved, it is ready to be used. When you are in the ledger and click the payment menu you will be able to select the new payment type from your list.

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