Patient payments and balancesGuide
Easy Receipt Process for Patients
Goal: Create a receipt from the correct patient payment and share it with the patient. Steps Open the patient's payment record and confirm the payment deta
Goal: Create a receipt from the correct patient payment and share it with the patient.
Steps
- Open the patient's payment record and confirm the payment details.
- Choose the receipt action from the payment workflow.
- Review the receipt before printing or emailing it to the patient, where this option is configured.
Check
- Confirm that the receipt is linked to the intended payment.
- Check the patient and payment details before sharing.