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Deposit Entry - PM

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Record a client's deposit, or non-service related payment. 

Submitting a deposit through this form posts a zero-charged service in the client's treatment history and the amount entered in the Amount To Post field in the client's payment/adjustment history. On the ledger, you will see a zero-charge service with the deposit amount posted to that line item.

  1. Go to: Avatar PM > Services > Ancillary/Ambulatory Services > Deposit Entry
  2. In the Date Of Receipt Or Adjustment field, enter the date.
  3. In the Client ID field, enter the client name or ID, and select.
  4. In the Episode Number field, select the client episode.
  5. In the Service Code field, enter the service code name or number, and select. This is the service code the deposit is being made against.
  6. In the Guarantor field, select the guarantor.
  7. In the Amount To Post field, enter the posting amount.
  8. In the Posting Code field, select the posting code.
    Note: Posting codes are maintained in the Posting/Adjustment Codes Definition form.
  9. In the Receipt field, enter the receipt number. Once this form is filed the receipt number cannot be edited.
  10. In the Check # field, enter the check number. Once this form is filed, the check number cannot be edited.
  11. In the Posting Comments field, enter comments. 
  12. In the Program of Service field, select the program from the dropdown menu. 
  13. In the Location field, select the location.
  14. Click Submit. If a receipt was defined, a receipt will be generated.
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► Test Script

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.