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:
From the Schedule
- Go to Schedule (left menu)
- Click on the client's appointment
- Click (top right)
From the Dashboard
- From the dashboard, click on the client's appointment
- Click (top right)
From the Today View
- Similarly to above, click Today (left menu)
- Click on the client's appointment to reveal the appointment details
- Click (top right)
From the Client's Billing tab
- Go to Clients (left menu)
- Click on the client's name, loading their profile
- Click (top right)
The resulting page may show you an Additional Charges screen if the patient owes money from previous sessions.
- Select to take payment for today's session AND past due sessions
- Select to take payment for just this appointment
Here's an example of what you should see next, details are broken down below by the labeled numbers:
If the patient has insurance, the usual copay will pre-fill into the 'Due from Client Now' box
Enter:
- The amount of payment you are collecting today into the Payment Amount box.
- Select the payment type the patient is providing:
- Cash
- Check
- Credit Card
- or External Credit Card
Enter a reference in the Reference / Check # field if desired *
Below the reference # is a date field. It auto-fills with today's date, but can be edited for a different payment date
- The paid amount is automatically distributing to cover the client's responsibility for today's session.
- If desired, enter a memo field for yourself and staff into the 'memo' section of the page.
- If desired, enter a notation. This prints 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 client payment line item above will allow you to enter that particular transaction to confirm the date of service it was applied to.
Here you can also: , , or the payment with the top right buttons: