Patient Accounts
Patient specific account details such as Invoice and Receipts can be accessed from the Accounts tab or from the Patient's file. Invoices & Reciepts can be created & printed from this module.
Select Patient Accounts in the Side menu of the Patient Module, which opens the Patient Accounts page.
Sub Menus
Action Controls
Invoice
Create New Invoice
To add an invoice click on the Invoice tab and click Create new button at the top of the screen. Enter Invoice date this will default to today's date but can be changed. Select Bill To, this will be Patient, Company Account or Insurance Company. Select Income Category, tax details. Enter the code, enter or select procedure and enter discount if applicable. Once the information has been entered you can click Save. When the Invoice is saved, the Invoice printing option will be asked, Click Yes if you want to proceed with printing.
Delete Invoice
Select the Invoice, which need to be deleted. Select delete tab in the actions menu, which leads to the delete confirmation page. Click delete to delete the invoice.
Pay Invoice / Create Receipt
Select the Invoice, which need to be Paid. Select Pay tab in the actions menu, which leads to the Add Receipt page. You can review the Receipt Details in this page, and generate receipt by clicking Save.
When the Receipt is generated, the Receipt printing option will be asked, Click Yes if you want to proceed with printing. Click Close to return to the Invoices Page.
Print Invoice
Select the Invoice, which need to be printed. Select Print tab in the actions menu, which leads to the Print Invoice page. You can review the Invoice in this page, and download it to your system or print it. Click Close to return to the Invoices Page.
Mail Invoice
Once invoice is saved, they can be emailed. Click on the invoice you need to email and click on the Email tab from the actions menu. The subject can be typed as required. Choose the pre-defined mail template if needed and the content will be loaded in message. The invoice selected will be included as an attachment in PDF format. Click Send to email the details to recipient.
Receipt
Delete Receipt
Select the Receipt, which need to be deleted. Select delete tab in the actions menu, which leads to the delete confirmation page and click delete to delete the receipt.
Print Receipt
Select the Receipts tab in the header of the Patient Accounts Page, which opens the Receipts page with the list of receipts generated. Select the Receipt, which need to be printed. Select Print tab in the actions menu, which leads to the Print Receipt page. You can review the Receipt in this page, and download it to your system or print it. Click Close to return to the Receipts Page
Mail Receipt
Once receipt is saved, they can be emailed. Click on the receipt you wish to email and click on the mail tab from the actions menu.The subject can be typed as required. Choose the pre-defined mail template if needed and the content will be loaded in message. The receipt selected will be included as an attachment in PDF format. Click Send to email the details to recipient.