PPS: Apply Patient Payment

This article applies to the Private Practice Suite

Apply Patient Payment can be accessed by doing the following:

Click Billing | Apply Patient Payment

  1. Choose the patient that received the service in the Patient Drop-down Menu
  2. Indicates date the payment is being applied in Payment Date. This field is defaulted to today's date
  3. Enter the check or reference number for accounting purposes (optional)
  4. Enter the payment amount
  5. Choose the Payment Type from drop-down box


  1. Click Get Unpaid Transactions in order to find the specific charge to assign this payment to


  1. Click in the yellow Apply box of the specific charge and type in the relevant dollar amount.
  2. Once all monies are assigned and the Unapplied box in the top right corner reads $0.00 then click Save
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