Getting Started > Multispecialty Clinic > Cashier

VIEW LIST OF PAYING PATIENT

Go to BILLING > ENCOUNTERS to view the list of paying patients. 

CREATE PAYMENT TRANSACTION

Go to BILLING > ENCOUNTERS to view the list of paying patients. 

Click the Options button beside the payment status and select Edit

The invoice will appear. To add services, click +Add Item. 

Add a discount by clicking the Options button beside the total column and selecting Edit. 

Click +Discounts. You can enter a promo code and add discounts from there. Click Apply when you’re done. 

You can also add notes just type in your note in the Notes area. 

Add a doctor commission by clicking the Edit button in the lower part of the patient information (1.) 

Edit the doctor commission and click SAVE when you’re done.

The doctor commission will appear in the same area.

To add payments go to the payment section. You will find Pay All beside the Actions column. If you click that, you can choose to pay by cash or card. 

You can also choose multiple payments. Just click Edit in the Actions column. 

You can pay for the specified service by clicking +Add Payment.

Choose a payment method again and follow the next steps. 

Finally, you can save & end encounter, just click the  Save & End Encounter in the lower part of the payment section. 

The invoice will appear once the payment is done. You can print the invoice by clicking Print Invoice. 

VIEW LIST OF PAYING PATIENT

Go to BILLING > ENCOUNTERS to view the list of paying patients. 

CREATE PAYMENT TRANSACTION

Go to BILLING > ENCOUNTERS to view the list of paying patients. 

Click the Options button beside the payment status and select Edit

The invoice will appear. To add services, click +Add Item. 

To add an HMO coverage, just go to the Invoice and click the Options button beside the total column and select Edit. 

Click +Coverages and you can choose the HMO of your patient. 

You can also add notes just type in your note in the Notes area. 

Add a doctor commission by clicking the Edit button in the lower part of the patient information (1.) 

Edit the doctor commission and click SAVE when you’re done.

The doctor commission will appear in the same area. 

To add payments go to the payment section. You will find Pay All beside the Actions column. If you click that, you can choose to pay by cash or card. 

You can also choose multiple payments. Just click Edit in the Actions column. 

You can pay for the specified service by clicking +Add Payment.

Choose a payment method again and follow the next steps. 

Finally, you can save & end encounter, just click the  Save & End Encounter in the lower part of the payment section. 

The invoice will appear once the payment is done. You can print the invoice by clicking Print Invoice. 

HMO BILLING

Go to BILLING > BILLING REPORTS > HMO BILLING to view all of the transactions in your clinic that were covered by HMOs.

DOCTOR BILLING

Go to BILLING > BILLING REPORTS > DOCTOR BILLING to view the doctor billings. 

BILLING ADJUSTMENTS 

 A void transaction is a transaction that a merchant has canceled before it has completed the full payment cycle. A return, also known as a financial return, in its simplest terms, is the money made or lost on an investment over some period of time. 

To void a payment, go to the invoice and click Void. Select the product or service and continue. 

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