Manually Associate Receipts

In some scenarios, you may need to use your own receipt. For example, if the remittance advice was posted or emailed to the practice instead of being sent to Zedmed. You will need to create a receipt in Zedmed for the remittance advice, and enter that receipt number into the Receipt IDs field.

To associate your own receipt:

1. Go to Zedmed's Management tab.
2. Select Claims.
3. Select the Payment tab.
4. Locate the invoice you received the posted remittance for.
5. Note down that invoice's number.
6. Go to Zedmed's Management tab.
7. Select Debtors > Find Invoice.
8. Enter the invoice number.
9. Select Find.
   This will show the invoice in the patient's Account Enquiry screen.
10. Select Receipt from the bottom menu.
    The Receipt Payment screen will open.
11. Note the receipt number.
12. Select Add.
13. Select Allocate.
14. Select Fully Receipt.
15. Select Close to exit.
    
16. Return to the Claim Status Payment tab.
17. Locate and select the invoice.
    It will show $0 outstanding.
18. Select Manually Associate Receipts.
19. Enter the number of the receipt you created into the Receipt IDs field.
20. Select OK.