Applying self payments

Apply self payments when a patient is paying for the services at the time they were received.

1. Start an encounter.

2. In the Encounter section, in the Employer field, select the Self Pay button. The system changes the employer name to Self Pay.

3. Select the Plan button. A menu appears. From the menu, select Financials. The system displays the Financials section of the encounter.

   

4. In the Financials section, select Show/Hide Quick Lists. The system displays a list of options.

   

5. From the list, select Payment. The Add Payment window appears.

6. In the Price field, type the amount of the patient’s payment.

7. In the Memo field, type information about the payment, such as a check number or transaction number or leave blank.

8. Select Save. The system displays the payment information in the Financials section.

9. Finish the encounter.

10. At the top of screen, select Documents. A list of documents for the patient appears.

11. From the documents, select the invoice/statement for the payment. The system displays the invoice/statement.

12. At the top-right, select Print. See Printing Documents.