Work with Patient Payments
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Patient payments can be made by a patient or by a guarantor on their behalf. Once entered into axiUm, they are linked to the patient record and must then be allocated to treatment, charges, and payment plans or as a pre-payment on a patient record. Pre-payments are funds that are collected and held in reserve for a specific purpose. Example: You receive a portion of a patient payment in advance for a costly procedure and want to ensure this money cannot be allocated elsewhere. Allocation identifies which patient account the payment will be applied to as well as to which treatment/charges. A payment can be applied to multiple patient records. Example: A guarantor makes one $500 payment and asks that it be split to pay for $200 and $300 treatments on two different patient accounts. The Payment tab allows you to view a patient’s balance, including amounts for unapproved items and new charges from today. This helps identify how much the patient owes, and what is currently due. Note: The Payment tab is for handling only patient/guarantor payments. Insurance payments are handled from the Ins Pmt tab. Payments cannot be deleted from axiUm. If a patient payment is entered in error, this must be corrected using an adjustment. Records display in different colored text based on their status in the Payment tab:
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