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9.4.1 Making a Payment

 

For Insurance and/or Patient. To view a list of previous payments, please see 9.4.5 Tracking Payments.

 

Locate the invoice to be paid and then click the pay icon .

 

  • 1. From the Patient Dashboard, click the Financials in the menu bar.
  • 2. If the patient is not already shown in the patient bar, click to type the patient’s name in the Patient Search box (top right of the page) and then click the patient’s name from the list.

  • 3. In the Invoice Management or Payments Tied to Invoices tab, locate the invoice to be paid. The lists can be sorted by typing a search term in the text box (with the magnifying glass) located under any of the column headings.
  • 4. Click the pay icon  under the Actions column for the invoice to be paid.

pay

 

Add invoices or line items to the payment and click Continue to Step 2.

 

A dialog box with a list of outstanding invoices will be displayed. The dialog box will open to the Outstanding Invoices Summary tab for patient payments and the Outstanding Invoice Line Items tab for insurance payments. However, please note that both tabs are available for patient and insurance payments.

 

To make a payment from the Outstanding Invoices Summary tab, follow the instructions from Step 2A. Please note that you will be able to make multiple payments (e.g. $30 by cash, $300 by credit card) using this tab.

 

Alternatively, click the Outstanding Invoice Line Items tab and follow Step 2B. This tab allows you to select from a complete list of line items and to type a payment that is less than the billed amount. Please note that you will not be able to alter the payment amount in Step 3 if using this tab.

 

Payments from the Outstanding Invoices Summary tab.

 

  • 1. The invoice chosen in Step 1 will be highlighted in the Outstanding Invoices Summary tab.
  • 2. Click the arrow beside an invoice to expand the folder and view the line items.

  • 3. To add folders or line items to the payment, press CTRL and click. Totals are calculated and displayed at the bottom of the dialog box.
  • 4.  Click Continue to Step 2. Please note that you will be able to make multiple payments (e.g. $30 by cash, $300 by credit card) in the next step. This option is not available from the Outstanding Invoice Line Items tab.

 

Payments from the Outstanding Invoice Line Items tab.

 

  • 1. To pay from the Outstanding Invoice Line Items tab, click the tab and then click to choose a line item.
  • 2. To add line items to the payment, press CTRL and click. Totals are calculated and displayed at the bottom of the dialog box.

  • 3. Click Max Payments on Selected Items to pay the full amount for the chosen line items.
  • 4. Alternatively, partial payments can be made by clicking the text box for an item under the Pay Amount column and then typing an amount for that line item. Repeat for any other line items and then click Select All Items with Pay Amount.
  • 5. Click Continue to Step 2. Please note that you will not be able to alter the payment amount in the next step, as the amount has been determined in this step.

 

Fill out payment information and click Save Payment and Finish.

 

  • 1. Click to choose Date of Payment and Method.

  • 2. Click the Manual Entry option button to alter the payment amount or to make multiple payments by different methods (e.g. $30 by cash, $300 by credit card).  Please note that this option is only available if the Outstanding Invoices Summary tab was used in Step 2.
  • 3. If you would like to make multiple payments by different methods, click Save payment and Record Another Payment once you have altered the payment amount. An additional replica payment box will appear and allow you to repeat steps 1 through 3

Making a Payment

  • 4. Type any applicable notes in the text boxes.
  • 5. Click Save Payment and Finish to end.