Entering a Patient Payment

Payments can be entered directly into the patient’s ledger. They can be applied to the individual patient or applied to the guarantor, allowing a payment to be entered for multiple people in a household at one time. Ascend Academic has a line-item accounting system which means that every payment needs to be applied to a procedure or debit adjustment. This will allow you to know exactly where every dollar is applied. In cases where a patient pays in advance for a procedure, the payment can be saved and becomes an unapplied credit.

Watch this video to learn how to enter a patient payment. (Duration: 1:46)

Additional Information

• Unapplied payments will not be counted toward a provider’s collection on the day sheet until the amount is applied.

• When viewing the ledger in the Statement view, you may see the same payment in two different visits with an asterisk (*); this means the payment was applied to more than one visit.

• In the future, if you need to know which procedures a payment has been applied to, you can clicktap the payment and the line-item details display where the payment was applied.

• To learn more, read Posting patient payments in the knowledge base.