Recording bill payments by searching patient name

If you receive a payment for an invoice to a patient or a third party, if the patient’s name was provided with the payment information, you can record the payment via the Patient Maintenance window.

Steps

1.

Open the Patient Maintenance window for the patient:

a)

From the Wolf EMR home page, click Scheduling .

b)

In the Patient Search area, click Advanced. The Patient Search window opens.

c)

Search for and select the patient, and then click Patient Maintenance .

2.

Click the Billing tab. The Billing tab displays a list of bills created for the patient.

3.

Double-click the bill to which you want to record a payment (or choose View > Invoice Payment or press Ctrl+P).

Tip: If the patient’s list of bills is long, and you cannot find the bill, filter the list to display only bills to the patient or third party: In the Search By area, in the Insurer list, select the insurer and click Search.

The Invoice Detail window opens.

4.

If you have previously recorded a payment toward the invoice and are recording another payment (for example, if the patient paid only half of the total at the time of billing, and is paying off the remainder now), click .

5.

Using the following table, enter payment information.

Field	Description
*Amount	Ensure the payment amount is correct. If you are entering a partial payment, enter the actual paid amount.
Method	Select the method of payment. If the option you want is not available in the list, users with administrator authority in Wolf EMR can add the option for you. See Modifying the payment method list for recording patient and third-party payments.
Payment Date	Enter the date that payment was received, or to select a date from a calendar, click .
Number	If the method of payment is cheque, enter the cheque number.
NSF Date	If you cash the cheque and the cheque is rejected due to insufficient funds, in the NSF Date field, enter the date of the rejection, or click to select a date from a calendar.
Deposit Date	Enter the date that the payment was deposited to your bank account, or click to select a date from a calendar.

6.

Click Save. The payment displays in the lower pane of the Invoice Detail window.

7.

To print a receipt:

a)

Click Print. The Print Report window opens.

b)

In the Copies field, enter number of copies to print, and then click Print.

8.

Click Exit. The EMR displays the payment in the Paid$$ column in the billing list.

9.

If you received only a partial payment for the bill, but you want to mark the bill as complete (that is, you want to accept the bill as fully paid), write-off the remainder of the billed amount. See Writing off patient and third-party bills.