Distribution Rules & Examples

The following patient payment distribution process and accompanying examples are here to help you understand how patient payments are automatically assigned to charges on your behalf. This process ensures that payments are assigned correctly to their associated charges if such a designation has been entered into the system.

Payment Distribution Process

Patient payments are distributed nightly to charges that have already been processed by insurance—and the remaining balance is owed by the patient—in the following order:

  1. If there is no DOS associated with a payment, the funds will be applied to the oldest charge available as long as the Minimum Days to hold Payment has passed.
  2. Payments are applied to charges with the same Date of Service (DOS).
  3. If charges for a particular DOS have a zero balance, any remaining payments with that DOS will be applied to the oldest charges with a balance due. This will override the Minimum Days to hold Payment value.
  4. All remaining payments will be posted to charges with a remaining balance once the Minimum Days to hold Payment value has passed, from oldest to newest.

Note: If a charge is deleted (that has an associated payment), the payment reverts to its previous designation and will be redistributed based on the process listed above.

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