Definitions: Payment Types

In the Main Menu, click Setup, Definitions, Payment Types.

The Payment Types definition determines the list of patient payment type options available in the Edit Payment window.

Also set which payment types to exclude when creating a Deposit Slip. The Daily Payments Report is grouped by patient payment type and can optionally be filtered by type.

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

Name: Enter the payment type.

N=Not selected for deposit: Enter N to exclude this type from deposit slips or leave blank to include this type.

Hidden: Check to hide this payment type.

Note: If a Cash payment type does not exist, one is automatically created for use in Deposit Slips. If a different payment type has been used to track cash payments, it must be changed to the Cash payment type in order to track money payments in a deposit.