Making a Patient Payment from the Claim Page

A patient payment can be made directly from the Claim page using the "Add a patient payment" button on the Credits tab.

1. On the Claim page > Credits tab, click the Add a patient payment button.

   

2. The Patient Payment window will display.

   

   Enter the deposit date, transaction type (not required), transaction number, and transaction date.

3. Enter the patient payment amount per HCPCS.

4. Click the Post now button.

A patient payment posted on the Claim page will display on the Credits tab and can be reversed if needed.