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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
  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.