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
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
Today’s Fees will pay the amount listed to the right which is
the total of today’s billings for the treating practitioner
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 Contact 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 Information on the Account Activity tab will be updated after Posting.
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Posting Activity