You can record a patient payment from the Purchase or from the Payments tab in their patient record. Payments will be collected and either applied to a purchase(s) or as a credit to the patient's record.
Click either option to open and learn how to record payment:
Record payment for one DOS
1) Open up the purchase for which you want to record a payment.
2) Click Pay.
3) Confirm payment details including Amount and Method.
4) Review the Summary and click the Collect Payment button.
Once you've successfully added the payment, it will be shown in the purchase (under the Credits column in the ledger) and from the payments tab.
💡 Pro Tip
If you’re unable to take a payment from the purchase, it typically means one of three things: there is no designated patient responsibility, the patient’s responsibility has already been met, or the overall purchase balance has been satisfied.
Double-check that a patient responsibility has been assigned and that the purchase still has an open balance to apply the payment toward.
Record payment for multiple DOS
When you record a payment outside of a purchase, you can apply the payment to multiple purchases and also create an account credit.
1) From the patient's record, navigate to the Transactions tab and then to Payments.
2) Click the + Payment button.
3) Select the purchase(s) you’d like to apply the payment to. Or, if you’d prefer to apply it later, create a credit on the patient’s account by leaving all outstanding purchases unselected.
4) Confirm the payment details, including the Amount, Method, and whether you’d like to apply any existing patient credit.
Review the Summary before clicking Collect Payment to save the payment.
You will see your successfully recorded payment in the Payments tab.
