The Receive Patient Payment screen permits the recording of multi-invoice payments for a patient, guardian or other patient. Payment is automatically applied in the order of the oldest invoice item first and them to the other items until the payment is fully used. You can use this screen, for example, when recording a parent making payments on invoices of multiple children's. The payment can be divided upon several invoices, from different patients.
Example of Receiving a Patient Payment
Credit Memos
Once a patient is selected from the AR screen the payment screen will verify if any Credit Memos are available for the selected Patient. If one or more Credit Memos exist, they will be summed and their total will be displayed for the user to decide if they should be applied with the Patient payment.
The amount of the Credit Memo applied will depend on the outstanding amounts due. Credit memos are applied up to the amount of the unpaid invoices. Any excess amount will be kept for future payments. Credit Memos are considered as a payment method for invoices that are due.
You then proceed to enter the payment information. Enter the Payment Method and Payment Amount field (required fields).
The Pay Amount Due will enter a payment equal to all outstanding amounts the patient owes as displayed in the Patient Amount Due field.
You can record the check number or any other reference number by entering it in the Cheque / Reference No. field.
(see Credit Card and e-Check Payments available only in the US version)
When you are ready to proceed Post the payment and the payment screen will be displayed. By default Filopto will apply the payment from the oldest unpaid invoice item to the most current. If you wish to not have Filopto automatically distribute the payment you can change the payment allocation by removing the Check mark in front of the item being paid and allocating the payment to the appropriate item by placing the check mark in the Pay field and the amount of the payment in the Amount Applied field. (see Apply Payment to Specific Invoice)
When you select the button "Add Another Patient's Unpaid Invoices" you will be presented with a Patient Manager screen from which you can select the other patient you wish to pay invoices. To view the invoices added for payment click on the "X Invoices will be Paid" button to view the invoices available to be paid.
This screen allows you to assigned the amount of the payment to the specific invoices you wish. Place a check mark in the Pay column and the amount you want to pay in the Amount Applied Column.
If you click on Cancel Payment Entry, payments will be canceled.
If the Invoice Total Balance Due is $0.00 as a result of the payment entered, the invoice status will be automatically set to Closed.
To Print the invoice, select the form button located in the top tool bar and select the invoice form. If you created a custom receipt form, the same button can be selected to print the payment receipt form.
