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


    • Related Articles

    • Create and Post a Patient Receipt/Payment Manually

      Create a Patient Receipt Manually If the Copay was not entered during the Check-in/Check-out workflow, or if your Practice does not use the Calendar, there are several ways to create a Patient Receipt. Enter NR in the Navigation box (Go-Cuts) ...

    • Post an Insurance Payment Manually

      Before posting, add an Insurance Receipt for the full amount of the check. Manually Post a Primary Insurance Payment Using the Receipt that was created for this payment, select the Post button. Enter the Encounter number preceded by an e (e1234) and ...

    • Post a Pre-Payment

      This workflow is for groups who choose not to leave Receipts in Escrow for prepaid services. This process works well for paying providers before services are rendered. Create an Incomplete Charge On the Post Charge screen, select Self-Pay from the ...

    • Manually Post an ERA Remit

      If the ERA cannot be posted electronically, the Manual Post button can be used or manually post as you would a Paper Remit. Use the Manual Post button to Post a Remit Select the Remit number. Select the Manual Post button. Tab out of the Patient ...

    • Post as Note on Manually Posted Payment

      When a zero payment is received for one or more line items, the zero payment can be posted for information only without writing it off. Use the Post as Note checkbox or enter NOTE in the Other Code field on the Post Insurance Payments screen to ...