- Open patient's workspace.
- Click 'Pay/Adj'.
- Highlight payment to distribute.
- Click Select.
- Click Next.
- If payment is an 'Insurance Payment, select claim from 'Claims' drop down and click Next.
If payment is any other form of payment, click Next.
- Click in the 'Apply' column and enter amount of money to distribute to the charge.
- After distributing entire payment (or partial payment if necessary), click Next.
- Select appropriate 'Next Action' for each remaining charge amount.
No Action = Will leave charge amount where it currently exist
Xfer Bal to Patient = Will transfer charge amount to 'Patient Due'.
Bill Next Policy = Will bill secondary insurance policy on patient's account.