HOW TO SETUP PAYMENT TYPES

A payment type may be setup in TPS2000. By payment type we are referring to how the payment is being made (or type of tender).

Note: Payment types should not include "insurance check", etc. You will be able to note within TPS 2000 if the check is patient, attorney or insurance. In this area you are only looking for the general types of payments.

Open the System Code Table Registry Area (Basic System Information). Using the pull down arrow, find and select Credit Card Master, or you may access this area via the Setup Wizard. NOTE: If Credit Card Master is not available in the Registry, your login does not contain sufficient rights to edit this entry, See your supervisor.

Exit

Print

Delete

Add

Payment Method

Numeric Code

Four methods of payment are already entered into the system, Cash, Check, Off Account and Transfer. Fill in any other types of payment received through your office; e.g. Visa, MasterCard etc.

In most instances, if your office has some TRADE or BARTER type accounts, you will also wish to enter this as a payment type. Please remember, everything is truly a form of barter, cash is just universally accepted. If you do enter TRADE or BARTER as a payment type, you will need to track this within your office so that you remember to account for it during your End of Day closing. Since this will not be actual money in, your “money to account for” will be short by this amount.

CAUTION: DO NOT change the code numbers attached to the existing entries. The reports and programming for your accounting depend on these remaining untouched.