{"id":754,"date":"2019-08-23T16:33:12","date_gmt":"2019-08-23T16:33:12","guid":{"rendered":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/?p=754"},"modified":"2021-01-28T23:19:42","modified_gmt":"2021-01-28T23:19:42","slug":"lytec-patient-payments","status":"publish","type":"post","link":"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/lytec-patient-payments\/","title":{"rendered":"How to add patient copayments and payments in Lytec"},"content":{"rendered":"\n<figure class=\"wp-block-embed-vimeo wp-block-embed is-type-video is-provider-vimeo wp-embed-aspect-4-3 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Lytec Patient Copay &amp; Payments\" src=\"https:\/\/player.vimeo.com\/video\/355582643?dnt=1&amp;app_id=122963\" width=\"500\" height=\"319\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">1.&nbsp; If a patient is making a payment, for instance\nfor a co-pay, there are a couple different ways it can be entered.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2.&nbsp; One way would be to highlight a transaction line, then hit <strong>F5<\/strong> (on your keyboard), or click the <strong>Detail<\/strong> button, then <strong>Pay Item<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"581\" height=\"314\" src=\"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/08\/image-4.png\" alt=\"\" class=\"wp-image-756\" srcset=\"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/08\/image-4.png 581w, https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/08\/image-4-300x162.png 300w\" sizes=\"(max-width: 581px) 100vw, 581px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">3.&nbsp; This will call up the <strong>Pay Item<\/strong> window.&nbsp; Enter the (<em>payment<\/em>) <strong>Date<\/strong>, <strong>TX Code<\/strong> (<em>this\n<\/em><em>should be one of your Patient Payment\ncodes<\/em>), optionally a <strong>Reference<\/strong>\n(<em>like the check number, or a note\nindicating what this payment is for<\/em>), and the <strong>Payment<\/strong> amount.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4.&nbsp; You can add additional payments at this time\nby clicking the <strong>Payment<\/strong>\nbutton on the bottom of the <strong>Pay Item<\/strong> window.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5.&nbsp; Click <strong>OK<\/strong> when finished, then <strong>Save<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6.&nbsp; An alternate way of entering patient\npayments, which also allows you print a receipt for the patient or insured,\nwould be through the Patient record.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7.&nbsp; To enter a payment using this alternate\nmethod, on the main menu click <strong>Lists<\/strong>, then <strong>Patient<\/strong>, then <strong>Patients<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">8.&nbsp; Lookup or enter the <strong>Patient Chart<\/strong>.&nbsp; Then on the right-hand side of the window, click\nthe <strong>Patient<\/strong>\nbutton, then <strong>Prepayment\u2026<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">9.&nbsp; This will open the <strong>Setup Prepayment <\/strong>Window.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"564\" height=\"249\" src=\"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/08\/image-5.png\" alt=\"\" class=\"wp-image-757\" srcset=\"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/08\/image-5.png 564w, https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/08\/image-5-300x132.png 300w\" sizes=\"(max-width: 564px) 100vw, 564px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">10. Click the <strong>Add\u2026 <\/strong>button to add a new payment.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"426\" height=\"211\" src=\"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/08\/image-6.png\" alt=\"\" class=\"wp-image-758\" srcset=\"https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/08\/image-6.png 426w, https:\/\/www.2kmedicalbilling.net\/Lytec-Blog\/wp-content\/uploads\/2019\/08\/image-6-300x149.png 300w\" sizes=\"(max-width: 426px) 100vw, 426px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">11. Enter <strong>Prepayment Amount<\/strong>,\nthe <strong>Date Entered<\/strong>,\nand a <strong>Transaction\nCode <\/strong>(<em>this should be a patient\npayment code<\/em>).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">12. Optionally\nyou can enter a <strong>Reference<\/strong>\n(<em>typically a check number, or note about\nthe payment<\/em>).<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">13. You can\nnow click the <strong>Print<\/strong>\nbutton, then <strong>Print<\/strong>\nor <strong>Preview\nReport<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">14. Prepayments\ncan be applied from the <strong>Charges and Payments<\/strong> screen under the <strong>Detail<\/strong>\nbutton, then <strong>Apply\nPrepay<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><span style=\"font-size:12.0pt;font-family:&quot;Tahoma&quot;,sans-serif;\nmso-fareast-font-family:&quot;Times New Roman&quot;;mso-ansi-language:EN-US;mso-fareast-language:\nEN-US;mso-bidi-language:AR-SA\"><img loading=\"lazy\" decoding=\"async\" width=\"585\" height=\"318\" v:shapes=\"_x0000_i1025\" src=\"file:\/\/\/C:\/Users\/2kdesktop201\/AppData\/Local\/Temp\/msohtmlclip1\/01\/clip_image002.jpg\"><\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>1.&nbsp; If a patient is making a payment, for instance for a co-pay, there are a couple different ways it can be entered. 2.&nbsp; One way would be to highlight a transaction line, then hit F5 (on your keyboard), or click the Detail button, then Pay Item. 3.&nbsp; This will call up the Pay Item [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":876,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[12],"tags":[],"class_list":["post-754","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-lytec-support"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\r\n<title>How to add patient copayments and payments in Lytec - Lytec Blog<\/title>\r\n<meta name=\"description\" content=\"Free Lytec training guide with video on entering patient payments. 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