Made for real clinic days.

Watch it or follow it step by step

Guides

Start with the video when seeing it is faster, or open the written steps while you work.

Payments & BillingGuide

Easy Receipt Process for Patients

Adding, editing, receipting, and splitting patient payments.

Goal: Create a receipt from the correct patient payment and share it with the patient.

Steps
  1. Open the patient's payment record and confirm the payment details.
  2. Choose the receipt action from the payment workflow.
  3. 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.