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Payments not matched to appointments.
Payments not matched to appointments.

Payments are matched back to appointments automatically, if there was a payment that could not be matched they should show in this report

R
Written by Richard Clarke
Updated yesterday

Head to Reports.

If there are any payments that could not be matched to an appointment, the total number unmatched will show on the Reports page. To view payments not matched click Payments not matched to appointments.

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To match a payment to an appointment, click on the Find Matching Appointment button. This will bring up the following:

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The first line contains the details of the payment like invoice number, claim number, service code and date.

The first table contains the appointments where the appointment date matches the service date of the payment. By default is will also only show appointments where the invoice number on the appointment and payment match. To view all appointments where the appointment date and the service date of the payment match regardless of the invoice number, click Show All Appointments.

To help match, the second table contains the details of the invoice. Looking at this table, you should be able to see the patient and the date of service.

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To match the appointment to the payment, click the Match Invoice to this Appointment button. If you can't find a match or the payment does not need to be matched, you can remove the payment from the unmatched list by clicking the No match, exclude this payment as having an appointment button.

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