Accept Payment for Today's Appointment

Accept payment for today's session: 

You may start at any of these points to record a payment for today's session: 

  • My Schedule View- click on top of the scheduled patient's appointment. 
  • Dashboard View- Click on top of the patient's name in your appointment list
  • Today View - Click on top of the patient's initials 

The result will be the patient's summary screen as shown below. Click on the green ACCEPT PAYMENT button on the right side task list.

The resulting page may show you an 'Additional Charges' screen if the patient owes money from previous sessions. Select 'No, show all open charges' to take payment for today's session as well as past due sessions. Select 'Yes, accept payment for this appointment' to take payment only for today's session. 

If the patient has insurance, the usual copay will pre-fill into the 'Due from Client Now' box.  Enter (1.) The amount of payment you are collecting today into the PAYMENT AMOUNT BOX.  (2.) Select the form of payment the patient is providing: Cash, Check, or Credit Card/External Credit Card and enter a reference in the REFERENCE/CHECK# field if desired. (3.) the date field will auto-fill with today's date, but can be edited to reflect a different payment date if required. (4.)The paid amount is automatically distributing to cover the client's responsibility for today's session. (5.)  If desired, enter a memo field for yourself into the 'memo' section of the page. (6.) If desired, enter a notation which will be print on a patient statement as a notation about this payment. This is a great way to indicate 'who paid' for those couple or family sessions in cases of parents each paying a portion of the fees. 

The resulting payment will be show on the client's Billing Screen as a line item: 

Clicking on the line item above will allow you to enter the transaction as picture below, in order to confirm the date of service it was applied to or edit/refund the transaction.