Navigate
Select the Send Statements page from the Patient drop-down menu.
*Note* - you will not need to Send Statements to use the automated⚡️Apply Patient Payments tool
⚡️ Apply Patient Payments
This will apply unapplied Patient Payments to their outstanding balances. If you have a large account with a lot of patient payments and balances, this may take a couple of minutes.
⚡️Apply Patient Payments will:
Find unapplied patient payments
Apply all copays to matching DOS only
Copays collected on a Superbill that has yet to be Settled will be reserved for use on that Superbill
For all other unapplied payments, match DOS and apply
Apply any remainder to the oldest balances