Auto-Post
Auto-Post
Auto-Post applies the payment from the oldest Encounters to the newest with a Patient balance and resets the dunning message count according to the Payment Rules setup in Statement Profiles.
Auto-Post is only available on Patient and Invoice Receipts.
If there is not a Responsibility Date, the DOS is used.
The Auto-Post Button is Grayed-Out
The Auto-Post button is not available if:
A Credit will be created.
The Payment amount must be equal to or less than the Guarantor Balance.
The remaining Escrow is for a Copay.
Example: Patient makes a Payment of $100.
$25 is in the Copay field
The remaining $75 can be auto-posted.
The Balance is in Collections.
Part of the Receipt has already been posted.
The Receipt has already been fully applied.
$0.00 in Escrow.
The Guarantor is missing.
Auto-Post on a Previously Entered Receipt
- Find the Receipt. The receipt can be accessed from the Reference Batch, Payments Dashboard, Patient Dashboard, and Encounter Dashboard.
- Select the Receipt number link.
- Select the Auto-Post button.
- On the pop-up, select OK.
Auto-Post When Entering a Receipt
- Create a Receipt.
- Near the bottom of the Add Payment Receipt screen, select the button beside Auto-Post. If Auto-Post is grayed out, it cannot be used.
- Select Save [F2].
Posting Multiple Patient Receipts
Choose the Multiple Receipts box if you want to return to the Add Payment Receipt screen to continue posting Patient payments.
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