Keywords: posting location, default location, patient location, payment posting, adjustment
Summary
This article covers how the default posting location works in Cloud 9 when posting payments and adjustments, and how to request a setting change through Support to have the posting location always default to the patient's assigned location instead of the logged in location.
In Cloud 9, when posting a payment to a patient ledger, the posting location defaults to the location the C9 user is logged into. This is displayed on the top right of the screen, shown in the screenshot below.
Some offices prefer to have the posting location always default to the assigned location of the patient. The Cloud 9 Support Team can turn on a setting in your system to have the default posting location always be the assigned patient location if that is preferable to your organization. You will need to reach out to C9 Support to have that option enabled within your system.
The screenshot below shows that when Cloud 9 has turned this setting on, even if you are logged into an Atlanta location, the Assigned location will default to the patient's Anniston.
No matter how your defaults are set, you can ALWAYS manually edit the posting location when posting a payment or adjustment on a patient. This may be necessary if the patient is being seen in a different location than their normal assigned location.
If you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com . You can chat with us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us . You can also give us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.