Payment Class

You can group payments together on a custom report by using a Payment Class. These classes are created and managed by your clinic. The most common use for a payment class is to track write-offs for clients that are having a financial hardship.

Add a Payment Class

1. Navigate to Payments > Classes.
2. Select Add Payment Class.
3. Enter a unique 2-6 character Code for the class.                                                                    
4. Optionally, you can enter an Internal Description.                    
5. Click Save Payment Class.

Use a Payment Class

Payment Classes function the same, regardless of which payment entry form you select. For this example, we used the Pmt Class drop-down on the Single Session payment screen.

Note: A Payment Class will apply to any payments or adjustments that are posted.

Reporting

When running a Custom Payment report, you can filter the results by entering a Payment Class code into the Pmt class field. Additionally, you can group your results by Payment Class using the Group By drop-down.