Use Post Expert to Post a Patient Payment

Use Post Expert to Post a Patient Payment

Use Post Expert to Post a Patient Payment

If you need to post a Patient Payment (PP) to a specific line for a specific amount, use Post [Expert Mode] on the Receipt screen.


  1. Select the Receipt number.

  1. Select the Post (Expert Mode) button.

  1. If you selected the Receipt from the Patient or Encounter Dashboard, the Patient ID number will auto-populate. If not, enter it or use the Lookup icon to search.
  2. Select the Encounter. (The Encounter will auto-populate if the Receipt was selected from the Encounter Dashboard.)



  1. Transaction Code, PP, will auto-populate since there is a Patient Receipt.
  2. Enter the Payment Amount to post to this Encounter line item and tab.
  3. Select Save [F2].



Learn More