Tuesday, August 6, 2013

The Batch Payment Entry Utility

Did you know you can save time and reduce posting errors by using the Batch Payment Entry utility in the Ledger?

With the Batch Payment Entry utility, you can enter multiple patient payments at a time without having to open each patient's individual Ledger. Using this utility you can save time when posting payments you receive in the mail each day. The utility also helps cut down on posting errors because it lists all the payments entered, allowing you to double-check that payments have been posted correctly.

To enter batch payments:

  1. In the Ledger, click File > Enter Batch Payments. The Batch Payment Entry dialog box appears.
  2. Click the search button in the Patient Name field and select the name of the patient for whom you will post a payment. The Enter Payment dialog box appears.


  3. Enter the details of the payment as you normally would, and click OK. The payment details appear in the Batch Payment log.

  4. Repeat steps 2-3 for all other patient payments.
  5. When finished entering payments, compare the Batch Total and number of Entries in the Batch Payment Entry dialog box with your original documents as a cross check.
  6. In the case of a discrepancy, highlight the incorrect entry and click Edit.
  7. Click Close to return to the Ledger.
The next time you have a stack of payments you need to enter, try using the Batch Payment Entry utility, to see how it can streamline your process.

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