Post Dated Payments can be generated directly from the Health Plan Transaction screen (as discussed in the previous section) or manually for any amount owing on a Patient’s account.
To manually configure Post Dated Payments:
- Click the Post Dated button on the Patient’s BILLING tab.
- Click ADD to create a new Post Dated Payment batch
- If the Patient has a Financial Plan created (or you are entering this screen from the Health Plan Transaction), you will have the option to apply the Post Dated Payments to the Plan or onto the Patient’s account. It is important to choose the correct option here to ensure Payments are allocated correctly.
- When you first enter the Post Dated creation screen (see image) the options are blank but the ‘Balance Remaining’ box shows the amount you are creating payments for – once the details are created and the total amount is allocated, the box should read 0.00.
NOTE: you do have the option to Leave the Balance owing on a Patient (without creating
Post Dated Payments) or Write Off the amount owing on a Patient account also.
- The Financial Data button will display the Patient’s credit card and/or automatic draft payment information – if it was entered in the Patient profile EDIT screen
To create the Post Dated Payment record:
- Check the radio button ‘Post Dated Payments’ to allow editing
- Choose the Payment method for the Payments
- If using Post Dated Checks, you can enter the first check number, allowing Atlas to associate the corresponding check number with the payment
- Type in the total number of Payments this Balance Remaining should be split into Ex: if the Patient is making payments in 10 monthly installments and has already made the first month payment, your ‘Number of Payments’ would be 9
- Choose the Frequency of Payments or what interval the Payments are to be scheduled (this can be edited in Setup>Initial Setup>Payment Frequency)
- Atlas will automatically calculate the ‘Amount’ based on the Number of Payments and Frequency selected.
- Select the First Payment date for these Post Dated Payments NOTE: this box reflects the first date a Post Dated Payment will be processed based on the details in this screen – disregard any Payments the Patient has made in the past
- Click GENERATE to create the list of Post Dated payments NOTE: once the payments and dates are generated, it is possible to manually edit the generated list. To change an Amount, simply type in the edited amount – note the Balance Remaining box will recalculate to notify you to allocate the entire balance. To change the process date for the payment, click on the specific date and choose the new date from the calendar popup.
- Once complete, be sure to click EXIT to save