Allocate Patient Payments

To allocate patient payments:

1. Launch the Transaction Entry module for the desired patient.
2. Click the Unallocated Pay/Adjs tab if required.
3. Select the desired unallocated payment by clicking the line item.
4. Select the desired procedures by clicking the selection checkboxes.

   

5. The estimated patient portion will be added to the New Amt field automatically. Override the amount by typing an alternate fee in the field.
6. Click the Allocate button.

   Please note that payments and adjustments can be allocated from any office.