Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Perform payment transaction (Payment or UAC) 

  2. Click Save

  3. An Option will pop up with the Summary

  4. The receipt image will appear on the left

  5. Optional: Add a note

  6. Select how you would like to generate receipt

    1. Print/View Receipt

    2. E-mail Receipt

      1. If the patient has an email on file it will appear below and clicking E-mail Receipt will send the receipt to that email.

      2. If they do not have an email on file or would like it sent to another email click Send to a Different E-mail > Enter E-mail > Click Check Box> then click E-mail Receipt.

  7. Click “Done”

Generating Multiple receipts

  1. At the top click on Preview Patient Receipts

  2. Optional: Filter view to show payments or refunds. You can also filter by date range.

  3. Click on the + sign in the Action column to view what was paid on

  4. Select the visits you want to reprint

  5. Click on Generate Receipt(s)

  6. Optional: Add a note to appear at the bottom of the screen

  7. Select to Print or E-mail Receipt

  8. Click “Done”

  9. Optional:  You can also print a Summary of all the receipts as well if details are not needed.

Info

The e-mailed receipt will only show proof of payment, not details. You may download the receipt as a PDF to email from your work email to email details.

...

Widget Connector
overlayyoutube
_templatecom/atlassian/confluence/extra/widgetconnector/templates/youtube.vm
width620px
urlhttps://www.youtube.com/watch?v=zlPj-ZOY0f0
height380px