Payment Split

In the Payment window, click Add, or double-click an existing paysplit to edit.

Entry Date: The date the paysplit is entered.

Payment Date: The payment date as entered on the Payment window.

Amount: The paysplit amount.

Unearned Type: Used to designate this split as as Unearned / Prepayment (e.g. prepayments).

Note: The default type is set in Account Module Preferences, Default unearned type for unallocated paysplits.
Customize types in Definitions: PaySplit Unearned Types.

Clinic: The clinic to assign this income to. Defaults to the clinic assigned to the payment. Set the default clinic in Account Module Preferences, Patient payments use.

Provider: The provider to assign this income to. Click the dropdown to select by abbreviation or [...] to select by name. If none the paysplit will be marked as a prepayment. When providers are restricted to clinics, only providers available for the selected clinic are options.

Patient: The patient this paysplit 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 paysplit that is attached to a procedure. Click to enable the Clinic, Provider, and Patient fields so they can be edited. The Setup security permission is required.

Procedure

Attach or detach a procedure. Click Attach to view a list of completed procedures.

Credit Filter options:

Highlight the procedure to attach to the payment, then click OK. The procedure's payment information (e.g. write-off, insurance paid, estimate, adjustments) will show for information purposes so you can enter the correct paysplit amount to bring the procedure balance to zero.

Click Detach to clear a procedure.

Payment Splits

Use this area when there is previous Unearned / Prepayment that this split should be applied to. Click Attach. A list of unallocated paysplits will show. Double-click to select. Check Show All to include paysplits that have already been allocated to procedures.

Attached to Payment Plan
(checkbox at bottom of main Payment Split window). Check this box to attach this as a Payment to a Payment Plan.

OK: Save changes made to this window. If the paysplit amount exceeds the procedure's remaining balance, clicking OK will prompt the user with an Overpaid Procedure Warning.

Cancel: Close the window without saving any changes.