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
Perform payment transaction (Payment or UAC)
Click Save
An Option will pop up with the Summary
The receipt image will appear on the left
Optional: Add a note
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Select how you would like to generate receipt
Print/View
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Receipt
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Click “Done”
Emailing a receipt at time of Transaction
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Perform payment transaction (Payment or UAC)
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Click Save
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A New Option will pop up with the Summary
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The receipt image will appear on the left
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Optional: Add a note
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On the Right click “Email Receipt” to email to the patient’s email on file
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Optional: Send receipt to a different email address
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Click “Send Receipt to a different email address”
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Enter in New Email address
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Click Check Mark icon
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Click Email Receipt
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Email Receipt
If the patient has an email on file it will appear below and clicking Email Receipt will send the receipt to that email.
If they do not have an email on file or would like it sent to another email click Send to a Different Email > Enter Email > Click Check Box> then click Email Receipt.
Click “Done”
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In order for a patient to receive a detailed receipt, they must have the last 4 digits of their social security number on file. Otherwise, they will receive a simple payment receipt. |
Generating Multiple receipts
At the top click on Preview Patient Receipts
Optional: Filter view to show payments or refunds. You can also filter by date range.
Click on the + sign in the Action column to view what was paid on
Select the visits you want to reprint
Click on Generate Receipt(s)
Optional: Add a note to appear at the bottom of the screen
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Select to Print or Email Receipt
Click “Done”
Optional: You can also print a Summary of all the receipts as well if details are not needed.
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