Other payment options for applying payments in EZClaim
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Receive a payment at the time of service and print a receipt
Pay Service Line
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You have the ability to easily apply a quick payment to a single service line.
- Double-click the Paid cell on the service line OR press Ctrl+P (Cmd+P for MAC) when the service line is highlighted.
- Choose the payment source and provide the payment details.
- The payment amount will be based on the patient balance, which is calculated by subtracting the patient payments from the patient amount due.
- If the responsible party is not the patient or if the patient's balance is $0, the payment amount will be $0.
- The payment will be created and disbursed to the single service line.
Note: The amount entered by EZClaim uses the following logic:
- If there is an outstanding balance for the patient, the payment amount will be adjusted accordingly to cover the remaining portion.
- If the responsible party is the patient, the payment amount will cover the full balance.
- If the responsible party is not the patient, the payment amount will be $0.00.
- If the patient has no outstanding balance and their payment has been fully received, the patient amount due will be $0.00.
Pay Off Claim
To settle the outstanding balance of a single claim, you can enter the payment directly from the claim screen.
- Open the claim to pay off
- Click the Pay Off Claim button on the ribbon bar.
- You may use the drop-down to select the source
- Enter the payment information and click Save & Close.
Note: The amount will be set to the balance of the claim. This is not an editable field.
The program will create a payment and disburse it to the service lines on the claim.
Receive a payment at the time of service and print a receipt
The easiest method for receiving payment and generating a receipt is by utilizing the EZClaim Scheduling program.
- Simply double-click on the appointment to open the details window
- Input the payment information
- Click the Print Receipt button
If you require two copies of the receipt, select the '2' button instead.
Note: This action will also create a patient payment within EZClaim Billing. However, it is important to note that the payment still needs to be disbursed (applied) to individual service lines.