Collect & Post Your Payments

Updated on July 29, 2026 | 09:17 AM – CST

The payment screen is where you post money from both insurance plans and patients, across three tabs.

This video walks through plan payment, from looking up a charge to entering the paid and allowed amounts, write-offs, and secondary details, then applying the payment or a denial.

You'll also learn how patient payment works the same way, including card handling and advance balances, and how payment batches let you group and reconcile everything.