1. Payment Overview
At the top of the drawer, you’ll see:
Payment amount — the total collected or refunded.
Payment type — may include labels like:
✅ Payment (green) — Regular payment.
🔄 Refund (yellow) — returned payment to the patient.
💳 Copay (pink) — payment collected as part of the patient’s copay.
Payment details — method, payment ID, date/time collected or refunded, and staff member who processed it.
Actions:
Refund — start a refund for this payment.
View receipt — open a receipt for printing or downloading.
2. Copay States
For copay payments, you may see:
⏳On hold (green) — payment is temporarily set aside until insurance confirms the patient’s portion.
🔓Released (gray) — payment was freed from hold, making it available to apply or refund.
3. Note
The Note section is an optional field that records context for the payment (e.g., “Payment for 04/09/2025”).
4. Refunded From
When viewing a refund, Refunded from shows:
Which payment the refund came from.
The amount refunded.
5. Applied To
Lists the invoices, services, or miscellaneous charges the payment was applied to.
Each line shows the service date, name, and applied amount.
Total amount paid — total collected in the payment.
Amount applied — portion of the payment used toward charges.
Amount refunded — portion returned to the patient.
Amount unapplied — remaining balance available to be applied later or left as credit.
✅ Tip: Always check the Amount unapplied field — it tells you if there’s credit available or if part of the payment still needs to be applied.
6. Refunds
If any part of the payment has been refunded you will see a list of the amount refunded, date, and links to the refund record.
7. Help Section
At the bottom of the drawer, you’ll find a link to additional help articles on:
Adjustments
Payments
Balances
Click Read help article to open related guides.