Take a Deposit or Credit - Via Patient Accounts

Credits/Deposits

Credits on accounts could be used for a variety of reasons. The patient is paying a deposit on services not yet rendered or accrued.

The deposit can be added two ways in Patient accounts

1. The New Deposit button in the patient Account tab.

2. Via Account Enquiries

1. Search for a patient.
2.  Click Show.
   1. In the Main Menu, click Accounts.
   2. Select the Enquiries button next to the relevant Account.
   3. Select the New Deposit button and the add new deposit screen will open.
   4. Fill in the appropriate values (as above) however, the Medical Provider value auto-populate (based on the selected Account.
3. Select either:
   1. Create Receipt button - This will receipt the payment or,
   2. Create Receipt & Print button - this will receipt the payment and open a PDF for printing
4. 
   Interface

Note:

When making a new deposit from patient account, location will be prefilled, and in the following cases, provider will be prefilled as well.

• If you have only one account, it will pre-fill.
• If you have multiple accounts, it won't pre-fill.
• If you have multiple; but you have set a primary provider and there is a patient account for that primary provider, it will pre-fill to that.
• If you have multiple accounts, but are viewing one specifically, and take a deposit in that context it will default.