There are several options for recording patient payments from the Appointments screen.
Option #1
- In the main menu, press the Appointments button.

- The following screen will be displayed:

- Select the patient for whom you will register a payment.
- Once selected, press the Billing button, located at the top of the screen.
- Select the Register Payment option.

- The following screen will be displayed:
- Press the Add button, located at the top of the screen, to process the payment.

- The Payment section will be enabled to register the payment.

- Once the payment is registered, press the Save button, located at the top of the screen.

- If you want only the patient's payment receipt to be displayed, select the Auot-Print PDF option.

- If you want the receipt to be printed automatically, select the Auto Print to Default Printer option.

Option #2
- Click on the QuickLinks text, located at the top of the screen.
- Select the Appointments option.

- The following screen will be displayed:

- Select the patient for whom you will register a payment.
- Once selected, press the Billing button, located at the top of the screen.
- Select the Register Payment option.

- The following screen will be displayed:
- Press the Add button, located at the top of the screen, to process the payment.

- The Payment section will be enabled to register the payment.

- Once the payment is registered, press the Save button, located at the top of the screen.

- If you want only the patient's payment receipt to be displayed, select the Auot-Print PDF option.

- If you want the receipt to be printed automatically, select the Auto Print to Default Printer option.

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- Learn More About: Billing / Patient Pay