Properly configured Post Dated Payments will save your Front Desk staff time by allowing quick posting of multiple Payments on many different Patient files. It will also alleviate constantly reminding Patients that their monthly Payment is due. Your Staff can simply Post charges during down time and spend more time focused on Patients arriving during Adjusting hours.
When you open or close CASH on Atlas, if you have Post Dated Payments due to be processed, you will see a Warning message:
You can choose to skip processing them by selecting NO, Atlas will continue to prompt until you reconcile the Post Dated Payments that are due. If you choose option YES you will be taken to the Post Dated Payments processing screen.
The Post Dated Payments screen contains:
- Patient Name
- Payment Date: date Payment due – helps indicate Past due Payments
- Pay Type: how payment will be made
- Check Number ( if applicable)
- Amount (of Payment)
- Details: shows Financial details for Patient if entered into profile
- Process: button color codes depending on status Green: Payment due Today – ‘green’ Process items can be acted on Yellow: Payment due in the Future – cannot process these items until due date Red: Past due Payment – ‘red’ Process items can be acted on
- Done: checks off automatically when Payment is properly processed
- Delete: if Post Dated Payment needs to be deleted (not processed) use this button
To make the Payment, verify Payment has been received (Credit Card approval, Check OK, etc) and simply click PROCESS. This will check off the DONE box and automatically Post the Payment directly to the Patient Account.
Processed Payments can be removed from a Patient Account by opening the Patient profile and VOIDING the Transaction.
When complete click EXIT.
You can also Generate Reports that reflect the Patients on the Post Dated Payments list.
- Navigate to the ‘List Post Dated Payment’ option (see image above for details)
- Choose a Date Range – this will include Payments due in this Date Range
- Click Continue to produce the Report