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Once you have accessed the wizard (See:Accessing the Appointment Workflow Wizard ) check the process a Payment checkbox:
When you click Next, you will be prompted for further details:
By default, the receptionist will be prompted to process all treatments for which the patient has already been invoiced.
Select
Planned Treatment to also prompt for payment processing of planned treatments that have not yet been invoiced.
Select
Completed Treatment to also prompt for payment processing of completed treatments that have not yet been invoiced.
For Invoiced Treatment, select one of two options:The Balance payment is based simply on what the patient owes overall (this is selected by default).
The Open Invoice payment is based on particular invoice payments that are due, irrespective of the patient overall balance. Even if the patient balance is positive, they may still need to pay against an open invoice.
Let's look at an example where the patient has an overall positive balance, but may still be required to pay against a particular open invoice:
Select Next or Finish.
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