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Edit Payment Split Window 

The Edit Payment Split window allows you to manually enter payment split details. To open this window:

Entry Date: The date the pay split is entered.

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

(procedure date): The payment split date. If a procedure is attached it will default to the procedure date. Otherwise it will default to the payment date.

Amount: The pay split amount.

Unearned Type: Used for Prepayments or other unearned income. 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. Prepayment is always an option.

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.

Clinic: If using Clinics, select the clinic to assign this income to. Defaults to the clinic assigned to the payment.

Patient: Highlight 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.

Procedure:  Attach one of the patient's completed procedures. A list of all completed procedures will open. Click Detach to clear a procedure.

Double click the procedure to select. 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.

Prepayment: Attach an unearned paysplit type to a prepayment. A list of unallocated paysplits will show. Double click to select. Click Detach to clear a prepayment.

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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