You can take payments for an invoice during checkout or from the patient profile.
During Checkout
To get to the checkout page, click Receptionist Dashboard on the Main Menu.
Under the Expected Departures section, click the 'Check Out' button on the patient's appointment line to open up the Checkout window.
1) Expand section 2, Today's Invoice. If you want to add in a line item such as products (tooth mousse, toothbrush etc), Deposits or Fees start typing it in the Add a line item box.
2) Let the patient know the cost. Then click Approve & Continue.
3) Expand the section Pay Invoice
4) Process any Healthcare Claims using your Tyro terminal
5) Under the 'Payments' heading', select from one or more of the following payment options:
6) Click Continue
You can now continue with the rest of the check out process.
From the Patient Profile
You can pay for an outstanding invoice or an invoice that is not part of an appointment through the Patient Profile.
1) Search for the Patient Name in the search bar on the top of any Principle page.
Click into the Accounts tab on their profile.
2) If payment is outstanding and the invoice has already been created, find and click into the invoice.
OR
If you need to create a new invoice for an item that's not part of an appointment (whitening gel, hygiene accessories etc) Click Create Invoice then type in the line item and select it by clicking into it or pressing enter.
Click Invoice Actions and Issue
3) Choose the appropriate payment option and follow the prompts.
The invoice has now been paid and the account is balanced.