Entering third party payments and write-offs
- Former user (Deleted)
- Reilly Nesbitt (Unlicensed)
- Bridget Fritzke
QuickBooks
Entering third party payments
- Click the Accounting drop-down menu, and select Enter 3rd party payment.Â
- In the Enter payment screen, select the Insurer from the drop-down menu to see a list of allocated open invoices.
- Optionally, select the Location from the drop-down menu to filter the list of invoices by assigned location.
Click in the Payment date field to select the desired date from the calendar, click in the Payment amount field to enter the payment total, and select a Payment method from the drop-down menu. Optionally, add a note in the Memo field.
Check the box beside the desired invoice(s) to be paid.
If the payment amount is less than the invoice amount, double-click in the Amount applied field to enter the correct amount. Click out of the cell, or click Enter on the keyboard, to save the change.Click SAVE.
The Unapplied balance tag in the lower, right-hand corner of the screen displays any unapplied amounts, based on the Payment amount entered in comparison to the amount(s) applied. The Payment amount needs to equal the applied amount.
Entering third party payments from sales history screen
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Right-click an open sale allocated to insurance, indicated by a warning icon within the 3p column, and select Receive/apply payments.
- In the Receive payment dialog box, enter the Amount received, Payment method, and Check # in the Memo field, if Check is selected as the payment method. Click Save.
Writing off third party invoices
- Click the Accounting drop-down menu, and select Enter 3rd party payment.
- In the Enter payment screen, select the Insurer from the drop-down menu to see a list of allocated open invoices.
- Optionally, select the Location from the drop-down menu to filter the list of invoices by assigned location.
- Right-click an open invoice listed select Write off.Â
In the Create credit screen, click in the Credit amount field, beside the desired item on the invoice, and enter the write off (credit) amount. To save the change, click out of the cell, or click Enter on the keyboard.
If entering an amount less than one dollar, enter it with a preceding zero, e.g. 0.80.Entering a total in the Amount paid field will automatically calculate a credit for the remaining invoiced amount. Uncheck the box beside the Credit amount to remove it.Click CREATE.
Writing off third party invoices from sales history screen
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Right-click an open sale allocated to insurance, indicated by a warning icon within the 3p column, and select Write off> 3rd party.
-  In the Create credit screen, click in the Credit amount field, beside the desired item on the invoice, and enter the write-off (credit) amount. To save the change, click out of the cell, or click Enter on the keyboard.
- Click CREATE.
Entering WSIB payments (Canada only)
See: Billing WSIB electronically for more information.
- Click the Accounting drop-down menu, and select Enter 3rd party payment.Â
- In the Enter payment screen, select WSIB from the Insurer drop-down menu to see a list of allocated open invoices.
- In the Pending payment(s) found dialog box, select the desired payment number and click Ok. The invoices associated with the payment will be automatically checked, and the Payment amount, Payment date, and Memo fields automatically populated.Â
- Select the Payment method from the drop-down menu and SAVE.
Any partial payments issued by WSIB will be applied accurately against the appropriate invoices.
Processing takebacks
Should WSIB take back a payment for a returned item, process a return on the invoice for that item. This will result in a return credit for WSIB that can be used together with future WSIB payments. To use one of these return credits, use the Use credits button at the bottom of the Accounting > Enter 3rd party payment screen when entering that new WSIB payment.