The Undeposited Payments page provides detailed information about all undeposited payments associated with a Billing Provider.
Here’s how the Undeposited Payments page works:
Step 1. On the navigation bar, click ‘Billing Providers,’ then select a Billing Provider
Step 2. From the Billing Provider Page, click ‘Undeposited Payments’
A. Select the payment(s) to mark deposited and click ‘Deposit Payments’ and enter Date of Deposit
Select multiple payments at once if deposited on the same day. Deposit Date can be future date, current date or past date.
B. To filter information, enter a search term in the ‘Search’ box
You can search by Payment Amount, Payment Reference Number, Posted, Patient, Bill ID, or DOS. To undo, erase the text in the Search box.
C. To sort Undeposited Payments, click the column heading to sort by
- For ascending order, click the column heading once.
- For descending order, click the column heading again.
And that’s all!