Applying Escrow

Applying Escrow when you want to apply to multiple Encounters.

Attach to a reference batch. 

Go to Payments, Receipt History.

Select your filter criteria.

1. Type – Patient Payment
   
2. Escrow Only
   
3. Search
   
4. Export to either PDF or Excel
   

Go to the Patient Dashboard. Select Receipts.

Select the receipt you need to apply.

Select Post (Expert Mode).

Select Encounters (1), then Select the first Encounter you want to apply payment to (2).

Make sure that Transaction (1) is set to PP. Put in the amount you want to apply (2), hit tab and click F2/Save (3).

Select the next Encounter and repeat the steps above until you have finished, then click F2/Save to go back to the Receipt Dashboard.

**This Post (Expert Mode) can be used when you cannot get payments to apply any other way. Just use with caution since Post (Expert Mode) does allow you to do anything you want.