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To manually update any payment (includes outstanding balance, amount due for today's visit and patient copay) edit appointment information go to any scheduled Appointment > click on the patient's name > Edit Appointment:

To update any demographic information click on the Demographics or Additional Demographics Tabs, make necessary updates and click save:

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To update any custom field answers or appointment information click on the Custom Fields or Appointment Tabs, make necessary updates and click save:

 

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To manually update any payment (includes outstanding balance, amount due for today's visit and patient copay) click on the Payments / Patients Account tab.  Update any field with the amount that needs to be collected and click Save:

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