Opening a patient’s account
There are 3 main ways to bring up a patient’s account details:
1. Click the Account button in the top toolbar. You can then search for the patient.
2. When a patient is ready to leave, right click on their appointment and select Leave.
3. Right click on the patient’s appointment and select Patient Account.
Creating an Invoice
The Point of Sale screen will show the details of the account holder for this patient. This may be the patient themselves, or someone who pays on their behalf.
Check the date of service and the practitioner who saw them, at the top-right of the screen. You can change these using drop-down menus.
In the right-hand menu, click on the services delivered by the practitioner.
Click on Other Services to bring up a complete list of services.
Note: if the Services list does not appear, check that you have nominated the correct practitioner.
As prompted, you can confirm or change the price of the item, and the number of items.
Highlight the invoice items listed and select appropriate actions from the list on the right:
- Print Invoice
- View/Email Invoice
- Delete Invoice Item.
- Edit Invoice Item
Processing a Payment
The amount “To Pay” (the amount owed) is displayed at the bottom of the page. This includes today’s fees as well as any outstanding accounts.
Enter the amount paid into the appropriate payment boxes, depending on the type of payment, and press [Enter].
Payments will then appear in the payment list on the left. You can see below that $20.00 was paid by cash, and $54 by EFTPOS.
If you choose to View/Email the receipt, you can save the receipt as a PDF or email it to someone.
Note: payments are allocated against specific invoices. The default is to allocate payments to today’s accounts first, and then allocate any remaining payments to older accounts. You can change how payments are allocated using the accounts payment screen.