statement manaagement

General information about Medisoft
Post Reply
dleto
Posts: 10
Joined: Mon Apr 30, 2018 2:41 pm

statement manaagement

Post by dleto » Wed Aug 26, 2020 9:52 am

When we post a patient credit card payment with code type credit card payment or credit card copayment. or a cash payment it is not marking the statements done in statement management so we have a lot of 0 balances.

User avatar
Gavin Walker
Posts: 4626
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
Contact:

Re: statement manaagement

Post by Gavin Walker » Thu Aug 27, 2020 8:48 pm

Medisoft is supposed to mark a statement done if the remainder balance for the entire statement is zero. Try doing a File Maintenance > Recalculate All Balances prior to posting your payments to see if you get better results.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

Post Reply