Receiving patient deposits
Receiving patient deposits
A deposit can be taken in order to receive payment from a patient, without applying the payment against an open invoice. A deposit can be applied against an open invoice at a later time.
To receive a deposit, do one of the following:
On the Patient browser tab, open the patient's file.
On the Patient browser tab, click on the desired patient.
Click the Patient drop-down menu, and select Receive deposit.
In the Receive deposit dialog box, enter the Amount received, Payment method, and Check #, if Check is selected as the payment method.
Click Save.
Receiving patient deposits on orders
When placing a hearing aid order, on the Cost Allocation tab, double-click in the covered amount cell beside the Deposit paid line.
In the Receive deposit dialog box, enter the Amount received, Payment method, and Check #, if Check is selected as the payment method.
Click Save.
Click Save order.
