The Payment option in Atlas functions slightly different from other Transactions. Payments are still entered by using TRANS and allow you to transact a patient payment for Services owing (from the past) or for future Services (as a credit on account). Payments can be entered as individual Transactions or in conjunction with other Services or Inventory.
To enter a Payment Transaction:
- Follow the steps outlined in entering a standard Transaction to a Patient file.
- In the Services column, choose the PAYMENT option (for quick access, press ‘P’ on your keyboard)
- Next, when you TAB, Atlas will present another screen. This screen will show you the Patient you are making Payment on, plus any linked Family members (if Family is not linked, you are only presented with the single Patient.
- Enter the Payment amount for EACH patient you are making Payment for – in the instance where ‘Dad’ is making Payment for his account and his two children. Atlas will default enter the Patients’ current balance, be sure to verify the amount entered into each box. The default amount can be manually edited simply by typing the actual Payment.
- Use your TAB and ENTER keys to navigate through the boxes as described in the previous sections. When you come to the Amount Tendered box, it will be necessary to enter ‘at least’ the Total Amount equal to the Payment. This is a double check by Atlas, to ensure the full Payment is received.
If the Patient has a Financial Plan configured and active when making the Payment, Atlas will prompt you to allocate that Payment to the Plan or to the Patients Account. The Patient will always have the Account option for things that are not covered by the Financial Plan.