Accepting a deposit from a patient can be recorded on either their invoice during checkout or on the patient profile.
Click to learn to:
Accept Deposits during Checkout
The patient check out process takes place on the Receptionist Dashboard. Click Receptionist Dashboard from the main menu to access it.
Find the Patient Appointment line and click Check Out
After completing Step 1, expand section 2 Today's Invoice.
Here you should see a list of line items already added to the Invoice by the practitioner during their appointment.
Click into + Add a Line Item.
Select the Deposit (Account Credit) option from the drop-down menu.
You can choose to assign the deposit to a Practitioner or leave it Unassigned.
In the 'Amount' box, enter in the amount that has been deposited. The invoice will update to include the deposited amount.
Click Approve and Continue
The deposit is now included in the invoice.
Create Deposits from the Patient Profile
You can also create an account credit through the patient's profile page.
Go into the patient's profile page.
Click into the Account tab
Click "Create Account Credit"
Type a description for the credit, the location the deposit is being taken at, optionally include the practitioner the deposit is reserved for, the amount, and the method it was paid with.
The account now has a credit applied to it.
You can apply this credit as an option to pay for an invoice. Click here to learn more.