Edit Payment Split Window
The Edit Payment Split window allows you to manually enter payment split details. To open, double click an existing pay split on the Payment window, or click Add Split.
Entry Date: The date the pay split is entered.
Payment Date: The payment date as entered on the Payment Window.
Amount: The pay split amount.
Unearned Type: Used to designate income as Unearned / Unallocated (e.g. for Prepayments). Unearned pay splits can not have an assigned provider (provider must equal 'none'). The default type is set in Account Module Preferences, 'Default unearned type for unallocated paysplits'. Types can be customized in Definitions, PaySplit Unearned Types.
Provider: The Provider to assign this income to. Click the dropdown to select by abbreviation or [...] to select by name. If 'none' the split will be marked as a prepayment. If using Clinics and providers are restricted to clinics in Security, only providers available for the selected clinic are options.
Patient: The patient this split applies to. All family members are listed. To select a patient that is not in the family, check the 'Is from another family' box, then Select the Patient.
Edit Anyway: This button only shows when opening an existing payment split that is attached to a procedure. Click to enable the Clinic, Provider, and Patient fields so they can be edited. The Setup Permission is required.
You have three Credit Filter options:
Highlight the procedure to attach to the payment, then click OK. The procedure's payment information (e.g. writeoff, insurance paid, estimate, adjustments) will show for information purposes so you can enter the correct split amount to bring the procedure balance to zero.
Click Detach to clear a procedure.
Prepayment: Attach or detach an existing unearned pay splits to manually Allocate Unearned Income. A list of unallocated pay splits will show. Double click to select.
Attached to Payment Plan: Check this box to attach this split to a Payment Plan. If more than one plan is set up for this guarantor, you may be prompted to select the payment plan.
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