Auto-Apply Patient Payments

You can auto-apply patient payments for unapplied payments or credits with an outstanding balance.

Navigate to Patient Payments - Unapplied with a Balance or Credits with a Balance

1. Hover over Billing and select Payments.
2. Select one of the following menu items:
   • View Unapplied Patient Payments with a Balance
   • View Patient Credits with a Balance

Auto-apply Patient Payments with Outstanding Balances

1. Select the check boxes of the payments you want to auto-apply.
2. Click Auto Apply.

A window opens, which explains that payments are automatically posted to the oldest balance first and that claims marked for appeal and pending secondary billing are skipped.

5. Select the ledger date.
6. Click Auto-apply.