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Adding a Deposit
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' deposits ' Under add a deposit, enter amount, remarks, select whether the deposit is refundable and save. Choose payment type and amount (if any)
Check a patient's credit and deposit
Click on ' Current Patient ' Deposit: deposit received and pending for apply CN: credit note total amount and pending for apply Total useable credit:
View credit note apply records method one
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' invoice ' Select ' View Invoice ' Click ' Apply Record ' View records here
How to print a deposit receipt
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' deposits ' Click onto dotted menu and click ' print '
Apply insurance plan for patient in invoice
Video Tutorial Go to ' Current Patient ' Click on ' Invoice ' Go to ' invoice ' and click on the three dotted menu Click ' view invoice ' under insurance select the insurance Co pay and insurance amount will be applied to the above