Apply Payments from a Receipt with Escrow Amounts
There are several ways to apply receipts with escrow amounts.
Before posting, attach to the original Reference Batch if it is not in a closed period. If the period is closed, create a new Reference Batch to post the escrow.
Post the Escrow using one of the following:
Reference Batch
- Select the Reference Batch Items number on the Reference Batch List screen.
- Select the Receipt number containing the escrow.
Charge Entry
- If there is a Patient Payment (PP) receipt with a copay for the same DOS as the charge, an Apply Copay pop-up displays.
- Select the Receipt link to apply the Copay to the first line item.
- When the Charge screen is saved, the copay will post.
- If the Charge screen is not saved, the money will still remain in escrow.