Why can't I apply payments to specific line items?
Posted by Dustin Taylor on 10 May 2013 02:51 PM

Author: Cari Callan

In certain situations, payments within transaction posting will not have the option to be applied to charges, such as the screenshot below:

Open Item

This indicates that the patient is set up as a Balance Forward patient rather than an Open Item patient.  A balance forward patient only keeps a running balance, it does not specifically apply payments to individual charges.  To correct this patient and change them to an Open Item patient, follow the steps below:

  1. Go to Patient Registration
  2. Go to the patient that is Balance Forward
  3. Check the Box for Open Item
  4. Click Save on the Action panel

Changing the patient record

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