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Payment Window - Payment Type

To enter a payment, select the Payments menu, then choose the type of payment you wish to enter. The default patient payment types are Check, Cash, Card, and Other. When entering an insurance payment, choose either . To the right of each payment type, you will find the corresponding keyboard shortcut; these may be used en lieu of the Payment menu. In addition to the five default payment types, you can add custom payment types in the References Ability.

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Patient Payment Types: Check, Cash, Card, and Other
Once in the Payment Window, you can change the type of payment through the drop-down menu in the top left corner of the window. The options available correspond to those in the Payments menu in the ledger. If the payment type is set to "Check," the Reference Number field to the right will be labeled "Check No." When entering a cash, card, or other type of patient payment, the field will be labeled "Reference No."

Insurance Payment (Check or Credit Card)
MacPractice recommends highlighting the corresponding outstanding insurance claim in the patient's ledger before selecting New Insurance Payment from the Payments menu. This will ensure that the payment is tied to the proper insurance claim in the event that there are multiple open claims for this patient. You may also use the Payment From and Outstanding Claims drop-down menus to associate the appropriate insurance company and claim after the fact. 

Selecting the New Insurance Payment type enables more fields in addition to those available when choosing a patient payment type. Insurance payments include the Payment From and Outstanding Claims menus as well as a checkbox for EOB Columns. Allowed, Save Allowed, Write-Off, and Negative Adjustment columns are added to the procedure summary table at the bottom of the window. Using the Insurance Credit Card option will also allow you to process Insurance Credit Cards via TSYS's integration

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