This new feature allows you to edit the Payment #, Payment Type, and Payment Date fields so you can associate manually added patient funds to the right payment information.
Here's how to edit the fields for manually added patient funds:
Select Patient Funds from the Reports drop-down
Click New Patient Fund
Search and select a patient
Click on the "+" icon to add a new patient fund debit/credit
Select the Transaction Type and enter the Amount
Now, enter the Payment Type
Enter the Payment #
Enter the Payment Date. This is now a mandatory field so we can make sure that the correct information is displayed on the reports.
Click on Save.
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