There are several options for recording patient payments from the Patient Details screen. 


Option #1

  • Select the 'Patients' button in the main menu.


  • The following screen will be displayed:


  • Choose the patient for whom you wish to record the payment.
  • After making your selection, click the 'Billing' button located at the top of the screen
  • Select the 'Payment' option.


  • The following screen will be displayed:


  • Click the 'Add' button at the top of the screen, then choose the 'Payment With Claim' option..


  • The payment section will be activated to record the payment.


  • After registering the payment, click the 'Save' button at the top of the screen.


  • To display only the patient's payment receipt, please choose the Auto-Print PDF option.


  • To have the receipt printed automatically, choose the 'Auto Print to Default Printer' option.


Option #2
  • There are several options for recording patient payments from the Patient Details screen. 
  • Choose the Patients option.


  • The following screen will be displayed:


  • Choose the patient for whom you wish to record the payment.
  • After making your selection, click the 'Billing' button located at the top of the screen
  • Select the 'Payment' option.


  • The following screen will be displayed:


  • Click the 'Add' button at the top of the screen, then choose the 'Payment With Claim' option..


  • The payment section will be activated to record the payment.


  • After registering the payment, click the 'Save' button at the top of the screen.


  • To display only the patient's payment receipt, please choose the Auto-Print PDF option.


  • To have the receipt printed automatically, choose the 'Auto Print to Default Printer' option.



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