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 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.