Edit payment detail fields for manually added patient funds

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

mceclip0.png

Click New Patient Fund

mceclip1.png

Search and select a patient

mceclip5.png

Click on the "+" icon to add a new patient fund debit/credit

mceclip4.png

Select the Transaction Type and enter the Amount

mceclip0.png

Now, enter the Payment Type

mceclip1.png

Enter the Payment #

mceclip2.png

Enter the Payment Date. This is now a mandatory field so we can make sure that the correct information is displayed on the reports.

mceclip3.png

Click on Save.

mceclip4.png

Still need help? Contact us!

Have a great idea? Tell us about it!

 

 

 

 

 

Was this article helpful?
0 out of 0 found this helpful