A Receipt can be generated for any patient after a payment transaction 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 a Receipt at time of Transaction
Perform payment transaction (Payment or UAC)
Click Save
A New Option will pop up with the Summary
The receipt image will appear on the left
On the Right click on Print/View Receipt
Click “Done”
Emailing a receipt at time of Transaction
Perform payment transaction (Payment or UAC)
Click Save
A New Option will pop up with the Summary
The receipt image will appear on the left
On the Right click “Email Receipt” to email to the patient’s email on file
Optional: Send receipt to a different email address
Click “Send Receipt to a different email address”
Enter in New Email address
Click Check Mark icon
Click Done
Generating Multiple receipts
At the top click on Preview Patient Receipts
Optional: Filter view to show payments or refunds.
Click on the + sign in the Action column to
Select the visits you want to reprint
Click on Print Receipt(s)
A pop up window will appear to print or email the receipts selected
Click “Done”
Optional: You can also print a Summary of all the receipts as well.