Overview

TDO allows users to document payments to the ledger and post refunds.

Detailed Instructions

• Ledger
• Receive Payment

• Enter the amount being received
• Payment from
  • Patient (Default option)
  • Patient Guarantor
• Type of Payment
  • Credit Card
  • Check
  • Cash
  • Debit/ATM/E-Check
    • Additional options can be added by right-clicking this field and selecting Edit List to add an option.

• Reference a list will only populate for 2 items 
  • Credit Card
    • Type of Credit Card: Visa, Mastercard, American Express, and Discover
  • Check
    • Check Number
  • Type an additional note if desired
    • Test Payment
• Procedure Reference
  • Not Required
  • Can reference a Specific Procedure for payment
  • or add a brief notation like 'Test Payment'
• Doctor to Credit
  • Which Doctor was assigned to the patient to receive the payment
• Location to Credit
  • Location of where the patient was treated, and which location is receiving the payment
• Date of Service to Credit
  • Date needs to match the top Date to show when the transaction is taking place

• Close and Save

Payment will now be shown on your Ledger

Reimbursement Check Notification 

If you post a payment that is more than what shows on the ledger for the patient's balance, you will receive a notification asking if you wish to write and post a Refund Check for the difference.

If you select 'Yes', an automatic Debit Adjustment for the difference will be added.

If you Select 'No', the Payment will be added, and a balance will show of what is still owed.