Smart Electronic Medical Records
To Bill (invoice) for a service
- Click on Account in the toolbar, select the patient or organisation
- Select the Point of Sale Tab
Create an invoice
- Check the Patient
- Check the Date
- Check the Practitioner and Payable company
- Click on the Service from the service items list (which shows this practitioners favorite items)
- Repeat selection for multiple services
- Click on Other Services (F10) for more services if needed
- Provide further information when prompted
An invoice line item should appear in Todays Invoice Items list.
If this is NOT payable by the patient’s usual account holder, it will be coloured grey.
If this is NOT payable by the patient’s usual account holder, it will be coloured grey.
Immediate Payment
Payment by EFTPOS
- Enter the amount paid into the EFTPOS box and press [Enter]
Payment by Cash
- Collect the payment and enter the amount paid into the Cash box and press [Enter]
Payment by Cheque
- Enter the amount paid into the Cheque box, the Bank. branch and drawer (account name) into the appropriate boxes and press [Enter]
Payment by Credit Card
- Collect the payment and enter the amount paid into the Credit box, select the card type from the dropdown list and press Enter
Payment by Direct debit or internet payment
- Enter the amount paid into the Direct box and press Enter
Payment by Cash
- Collect the payment and enter the amount paid into the Cash box and press Enter
Repeat the above for payments by more than one method
The payments should appear in the Payments list.
Payments will be allocated to the old outstanding invoice
Invoices and Receipts
Print Invoice
- Click on the Invoice
- Click on Print Invoice (ALT+I) in Invoice actions
Email Invoice
- Click on the Invoice
- Click on View/Email Invoice (ALT+E) in invoice actions. (This option will be Green if an email address is present for the account holder)
- Click on the Email button
- Confirm or enter the email address when prompted
Print Receipt
- Click on the payment
- Click on Print Receipt (Alt+R) in payment actions
Email Receipt
- Click on the payment
- Click on View/Email Receipt in payment actions. (This option will be Green if an email address is present for the account holder)
- Click on the Email button
- Confirm or enter the email address when prompted
Invoice History
- The History list will display all invoices created for the selected patient.
- Red items have an outstanding balance
Print 12 months report for WINZ
- Click on Print 12 Month Report in the invoice actions
- Check the preview and click on Pint (or Email)
