Help Center | Pre-Payments

Pre-Payments
Pre-Payment Setup
Pre-Payment Setup This workflow is for groups who choose to leave Pre-Payments in escrow as unposted. Example: Surgical Procedure will be performed where the Patient has all or partial responsibility. The office expects a Pre-Payment before the ...
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 ...

Help Center | Pre-Payments | Knowledge Base