Applying Payments

To create a batch:

• Click on the "Receive" Tab and Press New
• Enter the Deposit amount/ Batch Total
• Enter the deposit date and press OK

To post "Private Pay" money:

• Select the resident name* from the list
• Enter the payment amount for this resident
• Enter the payment type
• Optionally enter the check/ref# and check date
• Press tab and click apply by the correct invoice
• With some billing options you will see a screen to apply the payment to specific invoice line items

*If a resident is discharged click the check box labeled "all" beside the resident name field.

NOTE: If you have a payment that matches the deposit amount exactly, you may see the apply box open autmatically.

To apply money from an "Other Payer":

If a resident has one or more "non-private payers" such as Elderly Waiver or GRH, you will apply the payment first to the payer and then the resident.

Follow the directions to create the batch

• Select the "Other Payer" from the drop down list
• Enter the amount and type
• Optionally enter the Check/Ref# and Check Date
• Select the Resident
• Click "Apply" by each invoice line item

NOTE: If a resident does not have an open invoice line item, you will not be able to apply the payment to the resident.  You will leave the payment unapplied under the specified payer until the next posting is complete.

To Close a Batch:

When all money is applied, the batch will automatically be closed.

To Pause Payment Entry:

If all money is not posted you will see a "Remaining" amount under the Batch total in the upper right corner.  If you need to pause entry, simply click the X in the upper right hand corner. A message will appear "Batch is not complete. Close form anyway?" Press "yes" to close and "no" to continue entering payments.

To Resume Payment Entry:

Click on the batch in the receive tab that has a "yes" in the column labeled "Closed".  Click "Add to my existing batch".  Follow the steps above to post private or other payer payments