...
...
| Live Search | ||
|---|---|---|
|
Use this configuration to prompt the Receptionist to ask the patient for payment on invoiced work or any other outstanding balance, before the patient exits the premises.
What does this configuration achieve?
The result of this configuration is that
The Patient Payments configuration screen (Configure > Patient Payments) is updated:
The Receptionist will be able to Process Payments from Departure: when processing a patient's departure, the Receptionist will see a Payments screen that automatically includes the configured payments.
To configure for payment processing in the Appointment Workflow
...
To configure Payment processing on appointment workflow
Go to Configure->Practice Settings, make sure “Enable Appointment Workflow” is ticked and click the Spanner button.
...
Tick Process a Payment
...
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
...
Tick Planned Treatment to also prompt for payment processing of planned treatments that have not yet been invoiced.
Select
...
...
Tick 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.
The result of this configuration:
The Patient Payments configuration screen (Configure > Patient Payments) is updated:
The Receptionist will be able to Process Payments from Departure: when processing a patient's departure, the Receptionist will see a Payments screen that automatically includes the configured payments.
Related Articles
| Page Tree | ||||
|---|---|---|---|---|
|
...