Auto-Post

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.


  • The System looks at the Responsibility Date first. If there is not a Responsibility Date, the DOS is used.
  • 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.
  • There is a Payment Amount in the Copay field on the Receipt.
  • The Balance is in Collections.
  • If any part of the Receipt has already been posted, the Auto-Post button will not be available.


Auto-Post on a Previously Entered Receipt

  1. Find the Receipt. The receipt can be accessed from the Reference Batch, Payments Dashboard, Patient Dashboard, and Encounter Dashboard.

  1. Select the Receipt number link.

  1. Select the Auto-Post button. 
  2. On the pop-up, select OK.


Auto-Post When Entering a Receipt

  1. Create a Receipt.
  2. 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.
  3. 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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