PATIENT MANAGEMENT PROGRAM
Posting the Payment
Once you have selected all activity click the appropriate Payment Amount from the list.
Amount allows you to type a payment amount in the field to
the right
None means no payment was made
Today’s Fees will pay the amount listed to the right which is
the total of today’s billings for the treating practitioner
Account Balance will pay the total to the right which is the
entire balance owed to all practitioners for this patient
Related Balance pays the total to the right which is the entire
balance for this patient and all patients they are ‘linked’ to in
Related Patients on the Contact tab of Patient Information
Preset Payment will pay the total to the right which is the
preset amount listed on the Account Activity tab of Patient
Information
Dr. No. _ will pay the amount listed to the right which is the total owed to the treating doctor only
Click the down arrow under Payment Type and choose the correct payment type.
A payment type can be set up in the Patient Information on the Billing tab under the field
Payment Type that will be the default when posting payments.
Printing Receipts and/or Statements
You can choose to print a receipt or statement at the time of posting. A receipt is a list of today’s transactions
and payments only. A statement is a list of transactions between specified dates. When you choose the
statement option you are prompted to specify the statement date range. The default start date will be next day
after the last statement end date. If there is no previous statement date the start date will default to the date
set up in Clinic Defaults. The end date will default to today’s date. These dates can be edited by clicking the
down arrow and choosing another date on the calendar. Change the month and/or year by clicking onto the
month or year at the top of the calendar and choosing another date from the list. You can type the dates into
the Date From and Date To fields as dd/mm/yy. The last statement date field in Patient Infor X][ۈۈB