Processing Payments, Custom Tasks & Collecting Data from Departure

Processing Custom Tasks

1. Click the task to open a customised prompt. For example:

   Open

   

    

2. Complete the required task and then click OK.

Processing Payments from Departure

1. Click to open the payment dialog, populated with pre-configured parameters for payments:

   Open

   

    

2. Process the payment normally.

   When completed, this action will be recorded as complete and it will disappear from the Departure Task List.
   
   

Recording Patient Details from Departure

Click to open the Contact Details dialog and then complete the fields:

TIP: If the patient is going to be coming in for remaining planned treatment and is likely to become irritated by repeated requests for contact details, click the Prompt in 12 Months button.

Collecting Contact Consent from Departure

Click the link in the Departure Task List to open the Preferences to Contact Patient window:

Question the patient and click the buttons accordingly.

Example:

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