If not using Charting and Clinical Notes add bills using this button. Be careful to match nhs/private, sundry status and practitioner exactly.
Print Receipt
Create Receipt for selected payment
Enter Manual Payment
Be careful to match nhs/private, sundry status and practitioner exactly.
Pay Balance button
Pay all unpaid bills. Automatically populates the amount, nhs/private status, sundry status and practitioner.
Pay Selected button
Pay the selected bill. Automatically populates the amount, nhs/private status, sundry status and practitioner.
Last Touched by:
Show which user added or last editted the selected payment or bill and the date and time
Start chasing this debt
Starts the Debt chasing sequence for this patient for use with the debt chasing menu. For details see Debt Chasing Menu.
Write Off Bad Debt
Write off this patient's debt. The debt will not appear on the Banking report or in the debt chasing menu.
Treatment Plan
Day Receipt
Print a report of all charted treatments marked as Done today, by any practitioner.
Sundry Order button
Add a sundry order to account. Manually add items from the first page or select Add item to use existing stock codes. To adjust these see:Setup Sundry Stock.
Transactions button
Print a report of transactions of the desired type in date order (Basic List) or Grouped by practitioner.
Insert Credit Note/Refund
Be careful to match nhs/private, sundry status and practitioner exactly.