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Payment Window - Attach File

Clicking the Attach File button in the top right corner of the Payment Window will open a Finder window. You may then select a file from your computer to attach to this payment in MacPractice. Choose the file and click the Open button in the bottom right corner of the Finder window. The Finder window will close. Save the payment to add the file.

To view the attached file, double-click on the payment in the ledger, then click on the drop-down menu that has replaced the Attach File button in the top right corner of the payment window. Choose Open. There are also options to Delete the attached file, Replace it with a different file, or to Save the file outside of MacPractice.

The Attach File button is most commonly used to attach a copy of the EOB to an insurance payment, although the option to attach a file is available in a patient payment as well.

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