pam to post personal payments or adjustments to an account. The
pam program makes it fast and easy to post a stack of checks or a single copay.
Payments typically posted through
pam include personal checks, money orders, credit card payments, and cash. Payments from insurance companies are posted using the Post Insurance Payments (
The sections below will teach you how to post a payment and apply it towards a charge. You will also learn special features and tools you can use during each step of the process.
Not Just For Payments: While
pam‘s primary purpose is to post payments, it can also post account adjustments. Any adjustment that behaves like a payment and would result in a decreasing balance should be posted in
pam. Adjustments that behave like refunds (or procedures) and increase an account’s balance (or remove a credit) should be posted in the
Post a Personal Payment
Read the steps below for a complete introduction to
pam. Follow the steps to post a personal check and apply it to several old balances. Then read the sections below to learn more about the tools and features of
You can access
pam from the “Daily Operations” window of your Partner windows. You can also type
pam at a command prompt.
Find an Account
Enter the account’s name into the find screen:
To learn more about finding patients and accounts, read Finding Patients and Accounts.
Enter Basic Payment Information
Enter the date of the payment, the payment type, the amount, the check number (if applicable) and optionally a provider. Press the Tab or Enter keys to move forward one field, press the Backspace or left arrow keys to move back one field.
Automatic Date: Today’s date is entered for you automatically. If you wish to record a previous date of payment, simply press Backspace and change the date. The date can be written without slashes, i.e. “092205” for September 9th, 2005, and you can use the abbreviations of “y” for yesterday and “t” for today.
F4 – Link Payments
After you enter basic payment information, press F4 to see a list of outstanding charges and link the payment to a charge.
Select Charges to Apply the Payment Against
Enter the number, or range of numbers, of the charges towards which you wish to apply your new payment. To help you make your selection, the screen displays the amount of each charge that is currently pending insurance and the amount due personal. In most cases, you will apply the full amount of a personal payment to the oldest charges first.
You can use a range of numbers or commas to select specific charges. Press Enter to continue.
Where is the Charge I Need?: The screen will only show unpaid charges that are at least partly personal. Paid charges or charges that have no personal balance will not appear. If you can not find the charge you expected to see, press F8 – Show Insurance to view both insurance and personal charges. You can also press F6 – Correct Mistakes or F7 – Family Editor (from which you can run a Collection report or Family History report) to analyze the account and find out when the charge was paid off.
If Necessary, Indicate How to Apportion the Payment
If you selected charges that exceed the value of the payment, you can use the next screen to indicate how much of the payment should be applied towards each charge.
Customized Behavior: You can configure Partner to automatically distribute the payment among the charges or to apply the money towards the oldest charge first. Contact PCC for more information.
F1 – Save
Press F1 to save your payment and return to the main
pam screen. Your payment has been posted, and you will see the updated “New Balance” column.