WonderDoc Manual

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Managing Patient Payments, Credits and Write-Offs

Posting Payments for a VisitPosting batch payments and write offs

  1. Choose the visit date to which payment is being applied.
  2. Click the button labeled “Patient Payment.”
  3. Confirm the date of payment is correct.
  4. Choose the type of payment
  5. Enter check or credit card information as necessary. (NOTE: Use only the last 4 digits of the check or credit card in the text field)
  6. Type the payment amount.
  7. Click “add payment” when done.

Posting Payments for Prior Visits

  1. Choose the visit date to which payment is being applied.
  2. Click the button labeled “Patient Payment.”
  3. Click “OK” when a warning pop-up message will appears showing the current charges, past due charges and total owed charges.
  4. Confirm the date of payment is correct.
  5. Choose the type of payment
  6. Enter check or credit card information as necessary. (NOTE: Use only the last 4 digits of the check or credit card in the text field)
  7. Leave the total payment owed in the payment field or change to any payment amount.
  8. Click the button “Distribute Payment”
  9. In the pop-up window, select the visit with past due charges.
  10. If paying for the total visit charges, leave the amount automatically entered in the field labeled “Distribution Amount”.
  11. Click the button “Add Distribution” to apply the payment to the visit.
  12. Repeat these steps for each visit owed.
  13. Click “Commit” when finished. (NOTE: if there is an payment amount remaining after posting all payments, the excess payment will go into the patients credit account).

Posting Payments as Credit

  1. Choose the visit date to which payment is being applied.
  2. Click the button labeled “Patient Payment.”
  3. Confirm the date of payment is correct.
  4. Choose the type of payment
  5. Enter check or credit card information as necessary. (NOTE: Use only the last 4 digits of the check or credit card in the text field)
  6. Enter the payment amount.
  7. Click the button “Patient Payment”
  8. Extra payments will automatically post to the patients credit account located below the visit grid.
  9. Money in the credit account can be distributed to prior visits by clicking the “Distribute” button next to the credit account balance.
  10. Money in the credit account will automatically withdraw to pay off future visit charges. (NOTE: If you tend to collect payments before applying charges, it maybe easier to manage the credit account by preventing the default feature of posting funds to future visits. Do this in the administration window under the Preferences tab).

Posting Patient Write-Offs for Visits

  1. Choose the visit date to which write-off is being applied.
  2. Click the button labeled “Patient Payment.”
  3. Click “OK” when a warning pop-up message will appears showing the current charges, past due charges and total owed charges.
  4. Choose “Cash” as the type of payment
  5. Enter $0.00 in the amount in the patient payment field.
  6. Click the button “Distribute Payment”
  7. In the pop-up window, select the visit with past due charges.
  8. Keep or change the amount automatically entered in the “Distribute Amount” filed.
  9. In the drop down menu labeled “Type” select “Write-Off”
  10. Repeat these steps for all visits you wish to write off.
  11. Click the button “Commit” when finished.
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