Cash Collections Subtab Overview
The Cash Collections subtab shows patient payments that were taken via the Cash Register.
- Display Copay Obligations check box- Select to display payments with credit and copay obligations. Insight remembers your selection each subsequent time you log in.
- Include Payments for Patients with Zero Balance check box- Select to include patients with a zero on their account in the Payments drop down list.
Payment Info / Payment Amounts / Payment Note / Charges
|Payments||The drop down arrow allows you to select the patient that made the payment. Patients display in the list because they have a balance and/or credit on their account.|
|Payment ID||System generated ID number for the payment.|
|Method||Identifies how the payment was made (cash, check, etc).|
|Payment Date||Date the patient made the payment.|
|Payment||Amount the patient paid.|
|Applied||Amount of payment that was applied to the account.|
|Reserved Credit||Amount the of reserved credit on the patient's account.|
|Available||Payment Amount- Applied Amount- Reserved Credit for Copays|
|Payment Note||Displays any notes associated with the payment, if the person taking the payment has entered a note.|
|Use||If selected, the system will pay off the oldest checked charges first when Apply Payment is selected.|
|Date||Date the account activity occurred.|
|Description||Description of the account activity.|
|Amount Billed||Amount billed for the service.|
|Client Paid||Amount the client has already paid for the specified charge.|
|Insurance Paid||Amount the payer (insurance) paid for the specified charge.|
|Adjustments||Adjustment amount, if an adjustment was made.|
|Patient Balance||Balance for the specified line.|
Note: This section provides a summary of charges if f there is a balance on the patient account.