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
- Select the QuickLinks text at the top of the 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.