This article explains how to apply payment to a deposit.

1. In the Deposit List, select a deposit and click the "Apply Payment" option in the Action(...) column. It will redirect you to the new screen. 
2. On the Apply Payment screen, utilize the options below to complete the payment application process:  
   1. Post By: Select between Claim No., Patient, Batch, and Invoice for the filter. 
   2. For the select Post By option, make the desired selection. Based on the option you selected, you will get different filters to choose from:
      1. Claim No - Enter the Claim No. in the second field. 
      2. Patient - Select Patient and the Date Range.
      3. Batch - Choose the Batch No. from the drop-down list. 
      4. Invoice - Enter Invoice No. in the second field. 
   3. All Clients: Enable the toggle to include all the patients.
   4. Include Closed: Enable the toggle to include any closed payment.
   5. Amount Details: View the Total Amount, Amount Applied, and Amount Remaining details below the fields. 
   6. Then click the Show button to generate the payments below.
3. The Payment table will appear after selecting the filters and clicking the Show button. Below are the details available in the payment table - 
   1. ID No - This is a unique identifier.
   2. DOS - This is the date of service.
   3. Patient Name.
   4. Units - This is the number of units completed.
   5. CPT code.
   6. M1 - Modifier code.
   7. Amount.
   8. Payment - Input the amount to be paid corresponding to the value in the Amount column. 
   9. Adjustment - Enter any applicable adjustment amounts. 
   10. Balance - The value calculated after subtracting Payment and Adjustment from Amount value.
   11. Status - The status can be selected from the drop-down list.
   12. Secondary Payer - Only if a secondary payor is associated.
   13. AF - Auto-forward.
   14. M2/M3/M4 - Modifiers.
   15. Hint Notes - Use this option to add/view hint notes.
   16. 24j Provider Name.
4. Drop-Down Option: Use the checkbox in the table to select multiple rows and select the desired option from the drop-down list.
   1. View Transaction: Use this option to view the transaction details for the selected claim.
       
   2. Pay as Billed
   3. Pay as Balance
   4. Adjust as Billed
   5. Adjust as Balance
   6. Add Hint: Use this option to add hint notes in bulk. 
   7. Update Status: Select the preferred status from the second drop-down.