Enter Payments

This defaults to the workstation's default practice.

If necessary, select another practice from the drop-down.

Select the person from whom you are taking payment from the drop-down.

Note: The entries are limited to the patient’s guarantor(s).

Tip: If the person making the payment is not in the list, ensure they have been correctly added as a guarantor for the patient.

This defaults to the current date.

If necessary, select another date from the calendar drop-down.

Tip: If a parent or other guarantor wants to pay for multiple patients at once, you can select multiple patients.

Click the Select Patients… button to display the Select Patient(s) (payment is for) window and select the patient(s) the payment is for.

This field displays the description of the selected code.

Tip: Include any identifying numbers for the payment, such as the check number, to assist with auditing.

This read-only field displays an axiUm-generated payment number that is assigned when you click the Add button.

Enter the dollar amount of the payment.

Select where to hold any unallocated funds from the drop-down.

Depending on the selected payor, the options include the currently selected patient and payor, any other patients the payor is guarantor for, any other patients that are dependents of the patient's guarantors and any payment plans that exist under the selected patient and payor.

Example: If John Patient is guarantor for himself and several other family members, and also has a payment plan, the drop-down displays each family member as an option as well as John Patient’s payment plan.

Note: This is important for family payments when a guarantor has multiple dependents and is making a bulk payment. The Held For field indicates whose account any unallocated funds will remain on. The amount may increase/decrease as payments are allocated/unallocated and when any adjustments are made to the payment. The amount also affects the patient’s current account balance.

This read-only field displays the charges added to the patient account on today’s date.

This read-only field works in conjunction with the selected payment code and displays the discount that can be applied to this patient.

Note: This functionality is managed from the Payment Codes window. Payment codes that use discounts must have the Discount only if Today’s Charges Paid in Full? checkbox selected.

This read-only field displays the amount due from today's charges.

axiUm automatically calculates this value by subtracting the Discount field from the Today's field.

This read-only field displays the amount of all charges on the patient account excluding amounts that are on payment plans and any unapproved charges.

axiUm automatically calculates this value by adding the Today's Due field and all outstanding charges on the patient account.

This read-only field displays the charges entered today that have not yet been approved by a faculty member.