Create custom PaySplit Unearned Types to use with patient payments.

In the Main Menu, click Setup, Definitions, PaySplit Unearned Types.

The PaySplit Unearned Type definition determines the list of Unearned Type options available in the Paysplit window.

By default, the Prepayment unearned type is used when a payment is posted to an account with a credit or no balance and when the Prepay button is clicked in the payment window. To change the default type, see the Default unearned type for unallocated paysplits in Preferences.

Double-click an existing item or click Add to create a new item. The Edit Definition window opens.

• Name: Enter a description for the unearned type.
• Do Not Show on Account: Enter 'X' to hide this unearned type from the account grid, statements, and most reports.
  • Primarily used when an unearned type is associated to a treatment planned procedure or a prepayment to a Payment Plan charge.
  • If a patient has this unearned type, the Hidden Splits tab is available in the Account Module.

Click Save to keep changes.

Set the default Payment plan unearned type in Preferences. Set the Default unearned type for unallocated paysplits and Default treatment planned procedure unearned type in Allocations Setup.