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Distribute payments

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Path: Transactions>General > Collections/Patient 
Path: Transactions>General > Collections/Remittance 

In the Distribute Payment dialog, accessed from the Claims level of the Collections/Patient and Collections/Remittance windows in Transactions>General, you can enter a payment to be distributed among the line items you select in the claim.

  • The payment amount defaults to the outstanding balance of the claim.
  • The payment must be distributed equally among the selected line items.
  • In this dialog, you can also indicate whether to allow overpayment on the claim.

 

  1. On the Claims level, select the appropriate claim.
  2.  Click the Details button.
  3. Go to the Distribute tab and then click the Payment button.
  4. Specify the date, amount, and type of the payment to be distributed in the corresponding fields. The date defaults to the current date. The amount automatically completes with the balance due on the claim.
  5. Select the Allow Amount Overage check box to allow the distribution to overpay on the claim.
  6. Enter the amount limit from the total payment to distribute to each of the selected line items in the Amount Limit per Line Item field.
  7. Select the Use check box next to each line item to which you want to distribute the payment.
  8. Click OK.
  9. Save your changes.