Date of Service Payment Posting
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Taking a payment during the time of service can be quick and easy in 2.0. The below steps offer a guide for taking one or more client payments.
Client Payments: Take Payment
- Click My Clients from the left-hand menu
- Search and select your client from the list
- Select the Billing top tab, locate the invoice number for the date the client is paying (you will now see the invoice)
- Click the button, opening a new screen to enter the payment
- Enter the payment amount/type of payment
- Next verify the information you have entered, then Save Payment
Client Payments: Multiple Dates
It is also possible to accept payments from a client for multiple session dates.
- Click Billing & Insurance from the left-hand menu
- Click the button (top right)
- Enter the patient and therapist, click Search
- Enter the total payment amount/ type of payment/date of payment
- Apply payment information to each visit, if necessary
Click Continue, then Save