PTOS 5.6 - User`s Guide

Payments/Adjustments

Keyboard Shortcuts

F2 – Use this key to Add a new item in a list.

F3 – Use this key to Edit an existing item in a list.

F5 – Use this key to search an existing list.

% – Use this key in a search field to open the entire list of options.

Account Payment

To make Account Payments, select Billing

 Payments /

Adjustments. Toggle between Account Payments, Insurance

Payments and Adjustments using the tabs on the left side of the window.

In the Payment Information section, select the Payment Date if not already apparent. Select the Facility. Use the Payment

Type drop-down list to select the type of payment being made.

Enter the Check/Bank/Authorization number pertaining to the payment type. Enter the Amount of the payment. The Account

Type appears by default.

To apply the payment to Unapplied Payments, select the

Unapplied Payments drop arrow and select the transaction.

Enter a Comment if desired.

Select the checkbox Print Payment Receipt to create a receipt for this payment.

Select Automatic Distribution or Manual Distribution to distribute payment. Selecting Manual Distribution allows you to enter the amounts to the desired transactions. Automatic

Distribution pays to charges with co-pay owed first and then to the oldest Patient balance.

User’s Guide – Patterson PTOS 5.6 Billing

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