1. Once you click a patient’s name in the case list, go to the Finance Tab.
2. Scroll down and click “Provider Settlement”.
3. Click the gray bar that has the office which you are adding payment for in it to expand it. In the “Final (after Reduction)” column, click the “Add” button icon for the appropriate payment source (Patient Bill, MedPay, PIP, Health Ins., Remainder).
4. Select the “Payment Type”.
5. Fill out the fields and submit.
