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.
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Payment Info / Payment Amounts / Payment Note / Charges
| Patient Info | |
|---|---|
| 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 Amounts | |
|---|---|
| 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. |
| Charges | |
|---|---|
| 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.
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