Set up payment accounts - Use the Payment Accounts editor to define the types of payments you accept from responsible parties. If you integrate Edge with an electronic payment processing system (such as X-Web, Vanco, or Element), you must create at least one payment account to use with that integration. See "Set Up Payment Accounts" for details.
How to Get Here
Home or Patient or Patient Finances ribbon bar > Post transaction. If a patient folder is not already open, you will use Fast Find to choose the patient
to work with. Otherwise, Edge will default to working with the currently selected patient.
Select Post Transactionfrom the Home, Patient, or Patient Finance ribbon bar. The placement of the icon depends upon which ribbon bar you are using.
You can also post transactions from the Quick Access toolbar at the top of your Edge screen, and from your scheduler; Activate a patient in your Scheduler and click Post Payment to apply a payment, charge, or adjustment to the patient's account.
Use This Feature
Show posted transactions warning - You can set up Edge so that when you attempt to post a transaction before you finalize the Transaction Report for the previous day, you see a warning message. You must then confirm your action before continuing. This feature helps you maintain the integrity of daily transaction postings. After you have seen the message once, you can select not to see it again that day, if you choose. (See "Set Up Financial Options" for details.)
Select Patient and Billing Party Choose the account to work with. If needed, you can use the Change Patient button to launch Fast Find and choose a different patient. If the patient has multiple responsible parties and/or contracts, select the account holder and contract as well. If the contract you want
does not appear,enable the display completed contracts option to be sure you are viewing all accounts associated with this patient. In addition, the AR column at the far right of the post transactions window indicates whether the contract is set up with an Auto Receipts agreement.
Enable post payment action - If needed, click to enable the post payment action.
Enter payment method - Select the method you will use to post the payment.
Payment on file - If you have saved credit card or electronic transfer information in the responsible party folder, you can select which account to use. See "Set Up Payments on File" for details.
Other receipt type - If you have no payments on file for this responsible party, or if you choose to post a different type of payment, you then select the receipt type: Cash, check, credit card, PIN debit, money order, or electronic transfer.
Account - If the receipt type you selected is associated with multiple payment accounts, select the account to apply to this payment. Otherwise, the receipt type determines the payment account. See "Set Up Payment Accounts" for details.
Enter receipt details - Enter the payment date, amount, and description. You set up the default description for this type of payment, if any, with your Payment Accounts editor. In addition, typing the letters "ck" followed by a space will insert the description "Check No." automatically. You can then simply enter the appropriate check number to complete the description. Note that your financial security settings may limit or restrict you from changing the transaction posting date. See "Set Up System Financial Settings" for details. You can also enable the Display receipt after posting option to generate a receipt of payment immediately after you post the transaction.
Post the Transaction - Click Post. Edge calculates the new account balance and amount due, and asks you to confirm the transaction. Click Ok to complete the process, or click Cancel to exit without posting the transaction.
Display receipt signature form (Optional.) - If you enabled the Display receipt after posting option, a receipt form appears on your screen, waiting for a signature. If you do not display a receipt form as you post a transaction, you will not be able to obtain a signature for the payment, but you will be able to print a receipt of payment at any time. (See "Receipt of Payment" for details.)
Credit cards - A receipt signature form will be activated for credit card payments, even if the display option is disabled.
Show account balance & amt due - Enable this option to expand the signature form and display the contract's account balance and amount due. Disable the option to remove these amounts from the form. Note that when you print a receipt of payment, it will include the account balance and amount due, along with the amount of the payment.
Sign the receipt - Use your pointing device (i.e. your mouse) to sign the receipt. If needed, click the beside the signature field to clear the signature and start over.
Correspondence history tracking - When you print a receipt at the time a payment is posted, the event is recorded in both the patient and responsible party Correspondence History. If you print a receipt later, the event is not recorded.
Notice!
Alert - If the patient has an alert stop flag for this feature, the alerts box will appear when you initiate this feature for the patient. Review the alert information, then click the box to continue. (See "Patient Alerts" for details.)
Entering credit card details - If you are posting a credit card payment, and the account is not saved as a Payment on File in the responsible party folder, you will see a credit card details window. Swipe the card (or type the information), and choose to complete the process. The appearance of the credit card details window depends upon the type of payment processing integration you are using. (When you use a Payment on File, the processing happens automatically and you do not see the credit card details window.)
Example WebX Retail account processing window. Your credit card details window may look different, depending upon the type of integration you are using.
Expired payment on file - You cannot post a payment with a Payment on File account whose expiration date has passed. See "Set Up Payments on File" for details about adding and editing payment on file accounts.
Last Posted Transaction The last transaction you posted appears at the right of the post transactions window for your reference. This helps prevent duplicate posting errors. In addition, when posting a charge, receipt, or refund, you can click Audit to review the posting details of this last-posted transaction. (Note that you can toggle whether to display posted receipts with your Financial User Options. See "Set Up Financial Options" for details.)
Auto-receipt option - Use Auto-Receipts to assure that your patient financial obligations are taken care of regularly and automatically.See "Post Auto Receipts" for details.
Print prior receipt - If you do not generate a receipt of payment as you post the transaction, you can generate one later. You will not, however, be able to sign the receipt at that time. See "Receipt of Payment" for details.
Exclude From Deposit Slip - (Uncommon.) You can right-click a receipt in the patient's transaction ledger, and select Exclude From Deposit Slip. The receipt will still be applied to the patient account, but it will not be counted as part of your deposits for the day. You might use this feature, for example, if you are re-entering a payment after making a correction, and the payment amount had already appeared on a deposit slip, In addition, your Transaction Report will show an astrisk ( * ) along with the description in the Receipts section of the report. (Use the Transaction Excluded from Deposit Slip workflow trigger to activate a workflow whenever you flag a ledger receipt with Exclude From Deposit Slip. (Note that receipt adjustments and refunds are always excluded from the deposit slip, and do not trigger this workflow.)
Office / Orthodontist payment designation - All payments you post in Edge are applied to the office and orthodontist listed on the Patient Information Panel of the patient folder, regardless of what payment account is used. So, if an office sets up a payment account called Credit Card – Main Office, and uses that account to post a payment for a patient assigned to their Satellite Office, the payment will be applied to the Satellite Office on the Deposit Slip and Transaction Report.
Open ledger from post transaction window - Click the responsible party name in the Post Transaction window to open the patient's Finance page to the ledger details. You may need to drag the Post Transaction window to another location on your screen, or minimize it to your task bar in order to view the transactions.
Post transaction. If a patient folder is not already open, you will use Fast Find to choose the patient
to work with. Otherwise, 
display completed contracts option to be sure you are viewing all accounts associated with this patient. In addition, the AR column at the far right of the post transactions window indicates whether the contract is set up with an Auto Receipts agreement. 
beside the signature field to clear the signature and start over.
Alert - If the patient has an alert stop flag for this feature, the alerts box will appear when you initiate this feature for the patient. Review the alert information, then click the box to continue. (
