Tips & Tricks
 

Automate your Payment Posting with Auto-Post!

Benefit:

gPM™ allows you to auto-post patient payments, without manual intervention.  This frees you up to tackle other tasks on your to-do list!

 

STEP 1
Access gPM Settings Configuration and enable this feature.
STEP 2
Configure the auto-posting rules.
STEP 3

Let auto-post take it from here! 

Patient payments collected at check-in will be automatically applied to the linked superbill.   

Additional patient payments received will be applied to the linked appointment, based on auto-post rules.

 

Overpayments will be applied to the oldest date of service with outstanding charges. 
Refer to the gPM™ Payments manual for additional scenarios auto-post is equipped to handle.

 

 

 

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