3.10 Patient Receipts

Owned by Joanne H
Last updated: Dec 01, 2024 by Jessica Buczynski
2 min read

A Receipt can be generated for any patient after a payment transaction or refund has occurred.  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

Generating a Receipt at time of Transaction

  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. Email Receipt

      1. If the patient has an email on file it will appear below and clicking Email 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 Email > Enter Email > Click Check Box> then click Email Receipt.

  7. Click “Done”

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

  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 Email Receipt

  8. Click “Done”

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