Accounts

Accounts
1

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.
 
2

Print Receipt

Create Receipt for selected payment
 
3

Enter Manual Payment

 Be careful to match nhs/private, sundry status and practitioner exactly.
 
4

Pay Balance button

Pay all unpaid bills. Automatically populates the amount, nhs/private status, sundry status and practitioner.
 
5

Pay Selected button

Pay the selected bill. Automatically populates the amount, nhs/private status, sundry status and practitioner.
 
6

Last Touched by:

Show which user added or last editted the selected payment or bill and the date and time
 
7

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.
 
8

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.
 
9

Treatment Plan

 Day Receipt

Print a report of all charted treatments marked as Done today, by any practitioner.
 
10

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.
 
11

Transactions button

 
Print a report of transactions of the desired type in date order (Basic List) or Grouped by practitioner.
 
12

Insert Credit Note/Refund

 Be careful to match nhs/private, sundry status and practitioner exactly.