The Payments grid dsplays information pertinent to each individual payment transaction.

Date - Date on which the payment was entered into the system. Amount - Dollar amount of the payment transaction. Method - Payment method by which the payment was entered into the system (cash, check, credit, insurance payment etc). Check # - If used, displays the patient or insurance check #. Memo - If used, displays the memo typed into the payment screen when payment was entered. QuickBooks Deposit - If used, displays the QuickBooks deposit #. Click here to learn more about how you can integrate your QuickPractice software with QuicBooks.

Controls

Add - Click to add a new payment. Edit - Click to edit an existing payment already entered into the system. Delete - Click to delete an existing payment. Dates/From/To - Use these fields to exclude payments from the list that do not fall within the specified date ranges. Specific Case # - Use this feature to filter the payments list by a specific case it was applied to. Charge History - Highlight any given payment and click this button to view all of the charges it was applied to.

Totals

Payments - Displays the total patient, insurance and combined payments. Write-Offs - Displays the total patient, insurance and combined write-offs (adjustments). Transfers - Displays the total patient to insurance, to patient and combined transfer transactions. App Credits - Displays the total patient, insurance and combined credits that have been applied to outstanding service balances. Refunds - Displays the total patient, insurance and combined credits that have been refunded (adjusted) from the system.