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A Receipt can be generated for any patient after a payment transaction or refund has occurred.  This would include a patient payment or an unapplied credit.  You will be able to generate these receipts after the transaction or anytime the patient wants.  Options will also be available to print, email to the email on file or email to a one time email.

Go to Billing > Patient Accounting > Patient Accounts

Printing Generating a Receipt at time of Transaction

1. Perform payment transaction (Payment or UAC) 

2. Click Save

3. A New An Option will pop up with the Summary

4. The receipt image will appear on the leftOn the Right click on

5. Optional: Add a note

6. Select how you would like to generate receipt

   1. Print/View

   Receipt 

7. Click “Done”

Emailing a receipt at time of Transaction

1. Perform payment transaction (Payment or UAC) 

2. Click Save

3. A New Option will pop up with the Summary

4. The receipt image will appear on the left

5. On the Right click “Email Receipt” to email to the patient’s email on file

6. Optional: Send receipt to a different email address

7. Click “Send Receipt to a different email address”

8. Enter in New Email address

9. Click Check Mark icon

10. Click Done

    1. 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.

11. 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 to view what was paid on

4. Select the visits you want to reprint

5. Click on Print Generate Receipt(s)

6. A pop up window will appear to print or email the receipts selectedOptional: 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.

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