Edit Payment Split Window
The Edit Payment Split window allows you to manually enter payment split (paysplit) details.
To open, on the Payment Window double click an existing paysplit or click Add Split.
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 income as Unearned / Unallocated Income (e.g. prepayments). Unearned paysplits 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. 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: Attach or detach existing unearned paysplits to manually allocate unearned income (Allocating Unearned Income). 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: Check this box to attach this paysplit to a Payment Plan. If more than one plan is set up for this guarantor, you may be prompted to select the payment plan.
OK: Save changes made to this window.
Cancel: Close the window without saving any changes.