Create a Custom Bill
If not using Charting and Clinical Notes add bills using this button. Be careful to match nhs/private, sundry status and practitioner exactly.
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Print Receipt
Create Receipt for selected payment
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Enter Manual Payment
Be careful to match nhs/private, sundry status and practitioner exactly.
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Pay Balance button
Pay all unpaid bills. Automatically populates the amount, nhs/private status, sundry status and practitioner.
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Pay Selected button
Pay the selected bill. Automatically populates the amount, nhs/private status, sundry status and practitioner.
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Last Touched by:
Show which user added or last editted the selected payment or bill and the date and time
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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.
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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.
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Treatment Plan
Day Receipt
Print a report of all charted treatments marked as Done today, by any practitioner.
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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.
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Transactions button
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Print a report of transactions of the desired type in date order (Basic List) or Grouped by practitioner.
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Insert Credit Note/Refund
Be careful to match nhs/private, sundry status and practitioner exactly.
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