Processing a Payment

• Click on the Payment tab of the patient file, and choose Add Payment.

• In the box that displays, record the amount in dollars.

• Select the payment type

!All payment types other then cash require a transaction or check number before they are saved.

• Use the “Remarks” area to record any extra information regarding the transaction.

• The “Receipt Note” will allow you to enter information that is displayed on the receipt for this transaction.

!Leave “Create Hold” and “Check-In Client” unchecked, as we do not want to check the client into the dosing queue at this time.

• The system generates a receipt for the payment and asks if you want a printed copy.

• The client may be moved into the clinical admission process. Third Party Payer (Insurance) – Front Desk →