Can anyone give me a a guide or documentation on how these items work together. There are certain things I cant explain when a payment is made. for example my fee sheet has 3 services on it. 2 of them being $10 each and one of them being $20 for a total of $40. If I make a payment of $10 and another payment for $8 another day. How does the Invoice details in the Posting Payment screen dictate what to apply that amount?
Hi @gjohnson92
From your description it’s not clear if you have followed the proper workflows for assigning charges on the fee sheet or collecting payments. If you’ve ommitted steps the billing module will not work or display correctly.
For example, you do not say if the services are charged on different encounters/ different dates. OpenEMR billing is encounter- based to you need to pay on each encounter’s balance. Also, does the pt have co-pays that will be applied to each encounter’s balance?
Take a look here and see if you are missing any steps:
https://www.open-emr.org/wiki/index.php/A_Generic_Medical_Encounter_Workflow_in_OpenEMR_6.1#4._Exam_and_Treatment_-_Provider
Step 3 begins the use of the fee sheet.
Then the options for collecting payment:
https://www.open-emr.org/wiki/index.php/A_Generic_Medical_Encounter_Workflow_in_OpenEMR_6.1#5._Checkout_and_Payment_-_Accountant
That page mostly focuses on the checkout fee collection. Unfortunately the Fees/ Payment’ steps are not discussed much in the wiki.
But you can search this forum for others asking questions on that topic:
https://community.open-emr.org/search?q=fees%20payment
And come on back with any questions that occur to you.
Best- Harley