How to Post a Patient Payment

How to Post a Patient Payment

In the software, there are two ways you can post a patient payment.

Option 1) is within the patient's file under the Ledger > Payments tab

You will select the amount to post, how the patient is making the payment and simply post the payment.

When performing a cc payment and not using an integrated merchant, you will indicate the cc type and last four of cc number for your records. All other information can be skipped.

You also have the ability to post payment and print a super receipt or post the payment and print a patient receipt of payment

Option 2) is within the patient's appointment

When posting a payment within the patients appointment NEVER hit Cancel Check out or your payments will be removed.

 ***Please note that when taking a patient payment, money will go towards their oldest outstanding charges first. This is because the system tries to keep patient balances current and ensures that money to be collected is not missed.***

-Support Information -

 If you have any questions or need assistance with this process please contact 

Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within your software, click the green 'Support' box in bottom right of screen.***This has the fastest response time***

Phone: [phone]

Email: [e-mail]

Business hours: Monday-Friday, 8:00am-6:00pm CST