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Our office uses the Patient Portal feature. How do we know which payments were made through the Patient Portal?

Sharmayne

January 25, 2023 19:08
Updated

Payments which are made by the patient/Responsible Party directly in the Patient Portal are identified easily within the Daily Journal reports.

All patient-generated payments from the Patient Portal are:

indicated in the ledger as posted by user "_PATPORTAL_"
indicated in the reports as posted by user "_PATPORTAL_"