How to Post a Split Payment

To post a payment to more than one connected patient balance:

1. From the Patient tab, select Financials > Ledger.
2. Select New Payment. The Post New Payment window is displayed with the selected patient's balance.
3. Use the Search field to select one or more connected patients. The additional patient balance is displayed underneath the first.
   Note: Connect patients to each other in the Patient Record.
4. In the Amount Paid field, enter the amount to be applied to each account, until the total displayed in the bottom of the window equals the total amount of the payment.
5. Verify or correct the Location and Date fields for for this transaction.
6. Select a Payment Type from the list.
   Note: If you select Insurance, you are prompted to select a claim, and the Claim Number is entered automatically.
7. Use the Reference and Comments fields as needed for additional information.
8. Verify that the Payment Amount is correct. If not, adjust the Amount Paid entries.
9. Click Post Payment. A Split Payment Summary window is displayed to verify the transaction with links to each patient's ledger.
   Note:  Select a patient in this window to view the ledger.