When importing portal payments, you may see Unknown in the Matched Patient column. Follow the steps below to link an unknown patient to a patient in your EZClaim program
Double-click the pink highlighted area under Matched Patient. This will open the Find Patient search screen
Utilize any of the columns to search for the provided data and locate the patient to whom the payment needs to be applied.
Additionally, you have the option to right-click on one of the headers and utilize the column chooser to add another searchable column.
After you have successfully found the patient you wish to associate the payment with, simply click on the select button.
The patient you selected will now be listed under the Matched Patient column, and you can continue importing the payments
