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Finance
Manage accounts, fees, claiming, billing and banking in Pracsoft.
Recording Visits
Payments and Payment Types
Payment types define the ways of making payments for accounts and visits.
Set Up Payment Types
Set up payment types and make them available for use with accounts and visits.

Finance
Manage accounts, fees, claiming, billing and banking in Pracsoft.
- Recording Visits
  - Changing the Order of Service Items when Recording a Visit
  - Editing Visits
  - Billing Incentive Items
    Pracsoft provides for automatic billing of Medicare Incentive Payments when recording a visit.
  - Recording Visits - Administrative 'Entity' Billing
  - Recording Visits - Aftercare
  - Recording Visits - Bulk Bill
    Record a patient visit that is to be bulk billed.
  - Recording Visits - Multiple Patients
    Issue an account where more than one patient's visit is recorded on the same account.
  - Recording Visits - Other Billing Institutions
  - Recording Visits - Private Accounts
    Issue a Private Account when the patient takes the account (invoice) with them.
  - Recording Visits - Veterans' Affairs
  - Recalculating GST-Inclusive Fees when Recording a Visit
  - Searching Service Item Numbers
  - Tips for Recording Visits
  - Adding Service Item Text when Recording a Visit
  - Payments and Payment Types
    Payment types define the ways of making payments for accounts and visits.
    - Set Up Payment Types
      Set up payment types and make them available for use with accounts and visits.
    - Making a Full Payment for an Invoice using a Single Payment Type
      This topic assumes you have an understanding of how to record a visit, and of the various payment types available.
    - Making a Full Payment for an Invoice using Multiple Payment Types
    - Making a Gap Payment for an Invoice using a Single Payment Type
    - Making a Gap Payment for an Invoice using Multiple Payment Type
    - Making a Partial Payment for an Invoice using a Single Payment Type
    - Making a Partial Payment for an Invoice using Multiple Payment Type
  - Selecting a Referring Practitioner
- Online Claiming
  Send Bulk Bill claims to Medicare Australia Online or Department of Veterans' Affairs (DVA) claims.
- Accounts and Receipts
- Banking
- Fees
  Pracsoft provides you with a Standard Fee list of over 100 commonly used items.
- Institutional Payers

Set Up Payment Types

Set up payment types and make them available for use with accounts and visits.

Procedure

Select Setup > Global Settings.
Select the Payment Types tab.
To enable payment types, in the list of payment types:
- Set Acct to make the payment type available in accounts and receipts.
- Set Visit to make the payment type available in the Record Visit window.
Some payment types have additional settings, for example, to connect to a third-party EFTPOS system. Select a payment type to display the additional settings. Configure the settings as appropriate for your practice, for example:
To change the order in which these payment types appear in the Record Visit window, click the buttons.
Click Save.