Overview
Whether you are looking to add a client or an insurance deposit, this article will guide you on how to manually add a deposit in MPM.
Here's a video that may help you --> Manage Deposit Video
How to Add A Deposit
Step 1: Click 'Billing' on the menu. (As shown in the image below)
Step 2: Click 'Manage Deposit (s)" on the menu. (As shown in the image below)
Step 3: Click 'Add Deposits' on the right-hand side. (As shown in the image below)
Step 4: From there, you will see 'Add/Edit deposit' popup
Enter all the required information (with a red star) to add a deposit
- Select 'Funding Source Type' *
- Select 'Funding Source' *
- Select or Enter 'Deposit Date' *
- Select 'Receipt Method' *
- Enter 'Instrument #' *
- Select or Enter 'Instrument Date' *
- Enter the 'Amount'
- If you would like to fill out any additional fields ( Client Deposit Date, Check Post Date, Files, & Notes) feel free to do so.
After filling those fields out, click on save. You will then get a green popup stating, 'Patient Receivable saved successfully' (As shown in the image below)
You will see the deposit added to the manage deposit table. (As shown in the image below)
Understanding the 3 action buttons (icon)
Below are further information on the three icon buttons that are shown in the manage deposit(s) table
Pencil Icon: | The pencil icon will open up the 'Add/Edit deposit pop so that you can edit the information. |
Checkmark Icon: | The square box with a checkmark is where you apply receipt or associate payments |
Eye Icon: | This is where you view transactions. This icon will be useful after you have applied payments. |
Apply Receipts (Checkmark Icon)
Click on the pencil icon of the deposit you want to see 'Apply Receipt' (As shown in the image below)
- Select the "Client" that you are looking to post payments
- Select your date range "From Date" and "To Date"
- You have the option to see all clients by clicking on the checkbox next to "All Clients"
- You have the option to choose the transactions that have already been closed, by clicking on the checkbox next to "Include Closed"
- Then you click on "view"
You should then see a table of transactions that will appear where you can apply payments. (As shown in the image below)
Please watch the video to get further details on how to use the 'Apply Receipt' -
View transactions (Checkmark Icon)
You will only see transactions if there are applied payments.
After payments are applied in the 'Apply recipets' you will be able to view transactions.
On the manage deposit page, click on the checkmark icon of the deposit you want to view transactions. You will then see a table of transactions that will appear. (As shown in the image below)
Please watch the video to get further details on transactions -