Billing

Summary

This enhancement to Billing introduces a separate Previous Balance payment field that is independent from Date of Service (DOS) payment amounts.

Previously, RIS only captured the total payment amount from Imagine but only when that total payment amount was greater than the Amount to Collect (ATC) retrieved from Imagine would a prior balance payment be applied.

With this change, RIS will separately track the prior balance payment so the two payment amounts may be designated separately. This allows applying a partial date of service payment and earmarking a specific amount towards the previous balance amount.

Amounts will now be displayed in the Payments grid and when payment details are accessed via the View button (when a previous payment exists). Also, the Paid summary at the bottom of the grid should include details on the previous payments collected on that order.

Configuration Instructions

No System Administrator actions are necessary to enable this feature.