Patient Transaction Screen – Entering Payments by Typing Codes

Follow these steps to enter payments on the Transaction screen by typing codes:

• Type the payment code number or office key word under the Code column. For example, you can type either the number “2”,”ck”, or “check” for check if your check payment code is set up as follows in Service Codes:

00002 ck Check Payment #

• If your cursor movement is set to “Yes” for Description, then a window will open so that you can type in the patient’s check number.
• Enter the amount of the payment under the Charge column. If you enter a “Yes” in the cursor movement, the Fee window will automatically open to allow you to enter your fee.
• The current date is automatically entered under the date column for all payments.
• The Payment Distribution window will appear when a personal or insurance payment is entered so that you can link the payment to treatment.