How to record cash or check payments

use cash or check payments to record money you’ve already received from a patient and keep invoice balances and reports accurate w hen to use cash or check payments record a cash or check payment when a patient pays you in person you receive a check payment was collected outside eggmed cash and check payments are recorded manually and do not charge the patient w here to record a payment cash and check payments are always recorded from an invoice to get there go to billing click invoices open the invoice you want to update click the payments tab this tab shows the invoice total, outstanding balance, and payment history h ow to record a cash or check payment open the invoice go to the payments tab click record payment in the payment panel amount enter the amount receivedyou can also click pay full amount to autofill the outstanding balance payment date select the date the payment was received payment method choose cash or check payer type select patient notes (optional) add details such as a check number or internal note click record payment the payment is saved immediately w hat happens after you record a payment once recorded, eggmed automatically updates the total paid reduces the outstanding balance updates the invoice status paid if the balance is fully settled partially paid if a balance remains displays the payment in payment history logs the action in the activity tab no additional steps are required i mportant things to know recording a cash or check payment does not charge a credit card does not process an online payment does not involve insurance does not create a claim it only records money you have already received common mistakes to avoid common mistakes to avoid recording a payment with the wrong method always choose cash or check when no card was charged entering the wrong amount partial payments should reflect exactly what was collected recording the payment on the wrong invoice confirm the invoice number before saving need to make a correction? if a payment was recorded incorrectly, you can edit or remove it from the payments tab any changes will automatically update the invoice balance and reports