PATIENT MANAGEMENT PROGRAM
2. Post the Returned Cheque: Get into Patient Information on the Account Activity tab for the
patient whose cheque was returned. Press F10. Type RC into the Code field and select Returned
Cheque from the activity list. Press Enter so the patient billing stays at zero. Type RCC into the
Code field and select Returned Cheque Charge from the activity list. Select Amount under the
Payment Amount and type the total of the returned cheque as a negative amount, i.e. -100.00.
Change the Payment Type to Cheque. Click Post.
Check the patient balance to confirm the correct balance.
There will be a reduction in the receipts on your daily summary and the total will not match the
total of the cheques in your cash drawer.
Gift Certificate
You may need to add gift certificate to your Fee Schedule. Click the Setup menu, Fee Schedule, Other.
Click Add. Double click into the code field and type GC. Type Gift Certificate into the description field.
Make the Selling Amount $0.00 as it may change every time.
Gift certificates (GC) can be used in two ways depending upon the set-up of your office:
1. A gift certificate will be used by one practitioner only
2. A gift certificate can be used by more than one practitioner.
Gift certificate is used for one practitioner only
Sale of GC:
Get into the Patient Activity screen in your normal manner. Type GC into the Code field. Select Gift
Certificate from the list. If you do not have Gift Certificate in your fee schedule create one using the
instructions below. Press Enter or Tab to keep the billing amount at zero, the payment amount will
reflect the cost of the GC. Click Amount under Payment Amount and type the amount of the payment.
Choose the Payment Type from the list and click Post.
This will have the effect of recording the money received and creating a credit on the patient file.
There is no change in revenue as no service has been provided.
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Posting Activity