Issuing Receipts

Issue receipts after a patient's visit.

About this task

A receipt is usually issued when you record a visit for a patient because the account is usually paid whilst the patient is there. However, for institutional accounts, a receipt must be issued later because these types of accounts are usually paid after the patient's visit.

Procedure

  1. Either:
    • Click Receipt/Payment.
    • Select Accounts > Receipts/Payments.
  2. In the Payment/Receipts window, in the Payment For section, select the type of account you want to receipt, either Private patient or Other institution.
  3. In the Patient search text field, enter all or part of the patient's name, or all or part of the institution's payer code.
  4. Click Search.
  5. If the search does not find an exact match:
    • For patients, in the Search Patient window, select the patient. Click OK.
    • For institutions, in the Select Institutional Payer or Receipt, select the institution. Click Select.
  6. In the Receipt window, in the Payment Details section, enter the payment or payments to the account.
    1. In the Receipt Date field, select the date on which the receipt was issued. Today's date is selected by default.
    2. In the Bank To field, select the bank account to which this payment will be issued.
    3. In the Payment Details grid, enter the details of each payment on a separate row. Click Add Item.
      Tip:
      If the payment is by credit card, enter the details with the Payment Type Credit Card. If the payment is by Integrated EFTPOS (whether for credit card, cheque or saving), enter them as EFTPOS Auto. For non-Integrated EFTPOS payments, select EFTPOS Manual.

      Credit card payments are listed as deposits in Banking. EFTPOS payments are listed separately and a deposit is not expected.

  7. In the Receipt window, in the Payment Allocation section, allocate the total payment to the patient's service items. Either:
    • Type an amount directly into the Payment Allocation column for each service item being paid for.
    • Double-click the Payment Allocation cell to apply the full amount owed for that service item, provided there are sufficient funds in the Payment Details section.
    Tip:
    For a private patient account, the Payment Allocation section displays their unpaid service items. For institutional accounts, it displays the unpaid service items for each patient the institution is responsible for.
  8. Optionally, set Print Preview if you want to preview the receipt before printing.
  9. In the Copies field, enter the number of copies of the receipt you want to print.
  10. Click Receipt.
  11. Either print and save the receipt, or save it without printing.

Results

The receipt is saved and/or printed, as you specified.