Sort By

You can sort patient records in many ways.

Click the

button to view the list of options available.

Click the required option to select. This field is consistent across many windows that have patient selection.

Patient Code

This field is used to select the patient making a payment. Use the

or

button to select a patient.

Patient Tool Bar

This includes any or all of the following buttons:

View a patient’s transactions.

Link this window to the previous window. The patient displayed in the previous window will automatically be displayed in this window.

Edit the patient’s details.

To configure the ‘Patient Payments’ window, e.g. if adding or removing a payment method.

Paid By

A patient name can be displayed in this field. This could be useful if the person paying the account is not the patient who owes the money.

This name will appear in: ‘Transactions’, ‘List Items’, ‘List Payments’ - and will be printed on the Cashing Up report.

It could also be useful if the patient is paying by a cheque labelled with a different name, such as a company cheque.

Date

This is the date the payment is processed and will automatically default to the current date. This field can be modified if necessary, e.g. for post-dated cheques or when processing Automatic Payments from the bank statement.

Provider

This field is used to select which provider the payment will be processed under and can be changed using the scroll arrows, List button or the F4 key.

The Provider field (if displayed), will automatically suggest which provider should receive the payment. The provider with the oldest open invoice is EXACT’s first choice but if there are no open invoices (e.g. none unpaid), the patient’s usual provider is displayed. This can also be changed using the scroll arrows, List button or the [Ctrl][L] key.

Bank Account

This will be set to the default for the practice (if set) but can be overridden if required by clicking in the field and choosing another account from the drop-down menu.

Family Members

Any patients that have been set up as family members will be listed here, and payments made for them by ticking the checkbox beside their name.

Stock Items

To add stock items (such as toothbrushes, dental floss, etc.) to be sold to the patient at payment time, highlight the item in the right-hand box, and click the

button. The cost stored against the item will be added to the amount owed by the patient.

Current Owing

The current amount owing, before treatment.

Add Completed

Additional amount for any treatment completed since the last bill. Will be included only if the checkbox is ticked.

Add Planned

Additional amount for any planned treatment. This will be included only if the checkbox is ticked.

Payment Due

Total payment due. If (as in the case of non-cash payments) the Set tendered amount to payment due checkbox is ticked, the Amount Tendered field (see below) will be equal to this.

Edit Allocations: This button opens a dialog window and allows you to specify how the payment is to be allocated across current patient charges.

Amount Tendered

Enter the amount tendered by the patient.

Less change Owed

The change to be given (Amount Tendered less Payment Due). This is only displayed if the checkbox is ticked AND the checkbox next to the "Payment Due" field is not ticked.

Today's Payment

This is equal to the Payment Due or the Amount Tendered (whichever is the smaller amount).

Payment Type

Use the

button to select the appropriate method of payment (Cash, Credit Card, Cheque, etc)

Bank + Branch

You can use these fields to enter the bank and branch names (where configured).

Comment

If the Bank/Branch fields are not displayed, this field allows you to enter any comment relevant to the patient payment.