In this article, we will show how to add payment information to non-medicaid billing. We will go over making payments marked as 'Paid In Full' and entering the check number.
A quick note to setup non-medicaid billing, go to the 'Setup' tab and select the 'Cost Centers' option at the top. Check the 'Exclude from DODD' to make sure the billing doesn't go to the DODD.
To start, click on the 'Billing' tab on the left side of the screen as shown below. You might have to scroll down to get to the tab.
Next, click on 'Reconciliation' under the Client Billing title and enter the desired dates on cost centers in the filters shown below. Click the green button at the end of the End Date filter to run the reconciliation.
Next we have to select the rows that populate. The image below shows the first 4 rows that are populated. The best way to highlight the rows is to click on the top row so that all fields are highlighted and then shift+click the last row to get all the rows in between selected.
Next, select the 'Paid in Full' option on the scrollbar at the bottom of the page.
Once we select the Paid in Full option, the screen below will appear. Click, Yes, set as Paid in Full!.
Once the records are marked as paid, the 'Amount Paid' column will show the changes to the entries.
To enter the check number for the payment, re-select the rows of data, then click the 'Check Number' button on the bottom scroll bar as shown below.
Enter the check number for the entries that are on the check on the screen below. Click save and the check number will be with that entry.
You may run the following report to see Billing Data with Check Numbers:
70a. Billing by Cost Center with Payments