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Deposits

A deposit in InSched represents money received that needs to be tracked and applied against patient charges. Deposits provide a complete record of all payments received, including payment method details and application status.

Accessing Deposits​

Select Billing > Deposits from the menu to open the Deposits management dialog.

Deposit List​

The main Deposits dialog shows a grid of all deposits with columns including:

  • Deposit ID - Unique identifier
  • Date - Date the deposit was received
  • Patient - The patient who made the payment
  • Treatment Plan - Associated treatment plan
  • Amount - Total deposit amount
  • Unapplied Amount - Portion not yet applied to charges
  • Check/Reference Number - Check number or reference
  • Credit Card Info - Last 4 digits, authorization code, transaction ID
  • Refunded/Voided Amounts - If any portion was returned
  • Payment Method - How the payment was received
  • Description - Notes about the deposit
  • Paid By - Who made the payment
  • Account - Associated billing account

Managing Deposits​

Creating a Deposit​

Click Insert to create a new deposit. The deposit entry form includes:

Common Fields:

  • Date - Date received
  • Amount - Deposit amount
  • Unapplied Amount - Automatically calculated
  • Description - Notes about this deposit
  • Patient Search - Type to find the patient
  • Payment Code - Procedure code for this payment type
  • Payment Method Type - Category (check, credit card, electronic, cash, etc.)
  • Payment Method - Specific method within the category

Payment Type-Specific Fields:

For check payments:

  • Check Number

For credit card payments:

  • Last 4 Digits of the card
  • Authorization Code
  • Transaction ID

For electronic payments:

  • Electronic Transaction ID

Refund/Void Tracking:

  • Refunded Amount
  • Voided Amount

Editing a Deposit​

Select a deposit and click Edit to modify its details.

Deleting a Deposit​

Select a deposit and click Delete to remove it.

Applying a Deposit​

Select a deposit and click Apply to open the Apply Payment dialog, where you can allocate the deposit against specific outstanding charges for the patient. See Recording Payments for details on the Apply Payment dialog.

Viewing Applied Deposits​

Click Applied to see how a deposit has been distributed across charges.

Filtering​

Use the Change Dates button to filter the deposit list by date range. This is useful for reviewing deposits received during a specific period.

Reports​

Click Reports to generate deposit-related reports for reconciliation and analysis.