- From the Patient Screen, click Account to open the Account screen.
- You will notice Orders with a balance due will appear in orange.
- Locate the payment you want to allocate. Payments available for allocation will appear in blue.
- Use the scroll bar at the bottom of the screen and scroll to the right until you see a button that resembles a rocket ship icon.
- Click the rocket ship button. This will open the Allocate pop-up window.
- In the Allocate window, you have two options:
- Auto-Allocate: The system will automatically distribute the funds across your open orders.
- Manual Allocation: Enter the specific amounts you want to apply to each order.
- Once you've selected or entered your allocation preferences, click OK.
- The system will record a note documenting how the funds were allocated, including the order numbers associated with each portion of the payment.
