Patient Manager

Summary

1. Create Prepayment

2. Bill a treatment

3. View patient's balance

4. View all prepayments

1. Create Prepayment

Open a patient in the Patient Chart and go to Billing 

In the Payments Panel click on Add Payment and click on the Add Prepayment link

In the opened window type 1000 in the Amount field

Press Save and Close to save it

2. Bill a treatment

Enter a patient consultation and bill a patient for 500 - see the steps at 3. Tutorial - Billing

When closing the invoice, the following will appear:

Press Yes

In the opened window check the invoice line and enter 500 in the Reconcile Amount

Next press Save and Close

3. View patient's balance

The Patient Chart will display the patient's balance:

4. View all prepayments

Go to Billing->Payments in the main menu