Payments and Receipts
Record payments and receipt-off accounts.
About this task
Most visits are paid for at the time the visit is recorded. However, sometimes you might need to make a payment or receipt-off
an account at a later time, such as when you have held
accounts.
Tip:
before you can receipt-off a
held account, you must first process the
held account.
Procedure
To record payments and receipt-off accounts:
- From the Waiting Room, select .
- In the Payment/Receipts for Selected Patients/Institutions window, select whether the payment is for a Private Patient, or Institution.
- Enter the patient's or institution's name.
- Click Search.
- If there are multiple matches or the search could not find an exact match, select the patient in the Select Patient window.
- In the Receipt window, in the Receipt Date calendar, select the date.
- In the Bank To list, select the bank account for the funds. The bank account for the patient's practitioner appears by default.
- In the Payment Details section, enter payment information for the items for which payment is due. A patient can make a single payment or a combination of payment types, to cover their due service item fees.
-
If the patient does not want to pay for all items at this time, in the
Payment Allocation section, locate the service items that are
being paid for with this payment.
- Double-click the Payment Allocation field for that item to allocate the full value of that item.
- Single-click the Payment Allocation field for that item and type the amount you want to allocate.
- Optionally, if you want to preview the receipt before printing it, set Print Preview.
- Optionally, in the Copies box, enter the number of copies of the receipt you want to print.
- Click Receipt.