Post Auto Receipts

Select Auto-Receipts from the Financial section of the Home ribbon bar to open the Post Auto Receipts window.

Transaction Details - Each transaction contains two lines of information. Both the total amount due from the responsible party and the auto receipt amount are included in the pending auto receipt details: If these amounts are different, you may want to ask the responsible party for an additional payment.

Credit Card Security - For security reasons, complete credit card information does not appear on this screen.

Filter by Orthodontist / Office - Click the Doctor, and/or Office fields at the top of the window to view the pending payments for a specific doctor or location. Or, select to review transactions for All orthodontists and offices.

Filter by Payment Account - Click the Account field at the top of the window to view the pending payments for a specific payment account. Or, select to review transactions for All accounts. See "Payment Accounts Editor" for details.

Sort Payments - Click the Sort by field at the top of the window, and select how you would like to sort the pending payment records. Choose from the Amount, which sorts by the payment amounts; Amount Due, which sorts by the contract amount due, regardless of the auto receipt payment amount; Balance, which sorts by the contract account balances; Billing name, which sorts the records alphabetically by billing name; Date, which sorts by the scheduled payment date; Expiration, which sorts by the credit or debit card expiration date, Patient Full Nameor Patient Last Name, which sort the records alphabetically by patient name, or; Status, which sorts the records alphabetically by the patient's status.

Filter - Click the Filter field at the top of the window, and select to view a sub-set of pending auto-receipts, such as including only accounts that are thirty or more days past due,

Search For a Payment - Type any portion of the patient or responsible party name in the search text box at the top of the window to locate a specific payment.

To skip a pending payment, click to select the transaction to work with, then click Skip. This will remove the selected auto receipt payment only; any future auto receipts associated with the patient record are not affected. To completely remove an auto receipt agreement, go to the Responsible Party page of the patient folder. (See "Set Up Auto Receipt Agreements" for details.)

Run an Auto Receipts Review report to obtain a list of patients who have an auto receipt currently scheduled to be posted. The patient and responsible party names, patient ID number, treatment phase, payment description, date of the next scheduled payment, current balance, credit card expiration date, and amount of the pending auto receipt are all featured on this report. We suggest that you print this report before posting your auto receipts, then compare it to the receipts posted on your next Transaction report. See "Auto Receipts Review Report" for details.

Select Tasks from the Financial section of the Home ribbon bar. Then select Review Pending ACH Transactions to view the electronic transfers that have been posted to patient accounts via auto receipts, but have not yet cleared the bank.

Run the Auto Receipt Posting History report to obtain a list of completed auto receipt transactions. The report includes the computer workstation and operator that posted the receipt, and whether the receipt was electronic. The sum of all included receipts appears at the bottom of the report. See "Auto Receipt Posting History Report" for details.