Apply OHSA / SDS Payments to Claims


When a payment is received for outstanding OHSA and/or SDS claims, enter the payment as one amount for all associated patients. 

  1. Go to Patient Records > Receipts tab for any of the patients the amount relates to

  2. Receipts menu > New Receipt

    1. Payment From: Insurance, OHSA or SDS

    2. Amount: Enter the total amount of the payment (not just for this patient)

    3. Payment Type: Select how the payment was received 

    4. Autoallocate Payments: Remove the tick

    5. Paid: Enter the amount paid per patient (some will remain outstanding)

    6. Click Create

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