Collect payment and handle payment holds

Some payment flows require payment before a service. In that case, a patient with an unpaid balance cannot have the service started until the balance is paid, or a billing manager waives the hold.

Collect payment

1. 1Open the patient's encounter.
2. 2Select Collect Payment. The patient invoices of the encounter are posted and the standard payment registration window opens.
3. 3Register the payment. The balance clears, and the service can go ahead.

Waive a hold

1. 1A billing manager opens the encounter.
2. 2Enter the Payment Hold Waiver Reason, then select Waive Payment Hold. The waiver is recorded.

Good to know

• If there is nothing to collect, Collect Payment says so.
• Emergency encounters are never held.
• Billing managers are not blocked by the hold themselves.
• The message you see when a service is held says: the patient has an unpaid balance, collect payment first or ask a billing manager to waive the hold.

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