If you intend to use Invoices or Post Invoice Payments, you must add the System Setting: Admin > System Settings > General > INVOICE = Yes.
Even if you do not send Invoices, the System Setting must be set to Yes to post an Invoice Payment.
Invoices are used when multiple Patients have the same Employer as their Guarantor, and you want to send one Invoice for all Patients with a balance. Invoices can also be used to bill for one Patient, such as to an Attorney.
VP is used for the Transaction Code and is System Delivered when Invoices are selected for the Payment Type.
Post Expert must be used to Post Partial Payments
There are two options to choose on the Payment Receipt screen when Posting an Invoice Payment.
Multiple Encounters/Line Items can be chosen or a specific Patient's Line Item(s) can be selected.
After choosing Save on the Receipt, the Post Patient & Collection Payments will display.
As the boxes are checked, the New Balance and the Escrow decrease.
The Escrow will be $0.00 when finished.
Select Save [F2].
The Receipt Dashboard displays when Do Not Post is selected. You have the option to select Post or Post (Expert Mode).
If a specific Patient was not chosen on the Receipt, selecting the Post button displays the same screen as Manually Post. Select the check boxes as above.
If a specific Patient was chosen on the Receipt, the same screen will display but only the Patient chosen will be listed.
Post (Expert Mode) is used when a Payment is not posting the way you want or the Employer (Payer) made a partial Payment.
Example: The Employer only makes a Partial Payment on a balance.
The Post Expert Mode screen will display when using the Post (Expert Mode) button.