Payment Entry - Work Window

Use the Payment Entry Work Window to enter payment transactions for a patient.  The Work Window, which displays directly after the Batch Entry Window, contains several data entry areas.  The table following the window example describes each area within the Work Window.

Directions:

To open the Work Window:

• Basic Method:

1. Open Payment Entry:

1. Enter the Patient Account Number.

2. Press [ENTER].

3. Click Payment Entry in the Menu Tree.

2. If applicable, review the Batch Entry Window, and then click OK .
   Note:  The Batch Entry Window automatically displays only the first time you open Payment Entry for the day.  However, you can reopen it manually from the Work Window, if needed.
    

3. Advanced Methods:  To see additional methods for opening the Work Window, click More

    

   • Open Payment Entry using one of the following methods:

   • Click Payment Entry on the INSight Toolbar.

   • Or, click Daily Work from the Menu Bar, and next click Payment Entry.

   • Or, use the keyboard shortcut:  [ALT] [K] [click Payment Entry].

   • Or, if you use superbills, retrieve the superbill data by entering the Encounter Number in the Patient Account Number field.

   • Or, enter the patient's last name in the Account Number and press [ENTER] to launch the patient Search.

   2. If applicable, review the Batch Entry Window, and then click OK .
      Note:  The Batch Entry Window automatically displays only the first time you open Payment Entry for the day.  However, you can reopen it manually from the Work Window, if needed.

   Tip: To see several methods and shortcuts for entering the Account Number, see Tips for Entering the Patient Account Number.

    

Payment Entry - Work Window Example:

Tip:  To see detailed instructions for each section or field name, the cursor becomes a hand when you position the cursor over the field or section.  Click once to display the associated topic.