Adding a Deposit and Applying a Deposit to an Invoice

Brief Overview

You can take a deposit as pre-payment for a procedure or consultation, prior to the procedure or consultation date. This is commonly used for receipting out of pocket charges for a patient. 

 

The Short Version

  • Highlight a patient appointment and click on the New Deposit icon, or click on the New Deposit icon and search for the patient
  • Click Add
  • Enter the Payment Amount
  • Select the Doctor, Location, & Type of Payment
  • Click Add

 

Instructions

There are three ways to receipt a deposit for a patient; through the Appointment Scheduler, through the Patient Demographics window, and through the Patient List; 

Adding a Deposit from the Appointment Scheduler:

1. Click on the New Deposit icon on the right-hand side of the scheduler. 

Deposit_Icon.png

2. If you have clicked on the patient's appointment once before selecting this icon, you will be adding a deposit against this patient. 

3. If you have not clicked on the patient's appointment before selecting the icon, you will have the option to search for the patient which you would like to add the deposit against. 

mceclip0.png

4. Once you have selected the patient the Deposit History will open. Click on the Add button.

Clicking_Add.png

5. You can then add the details of the deposit:

Receipting_Deposit.png

6. Once you have added the deposit, when you invoice the patient you will then have the option to add this deposit to the invoice. 

 

Adding a Deposit from the Patient Demographics window

1. When in the patient's demographic file you will see the deposit icon in the top right-hand side of the file.

DemographicDeposit.png

2. This will open the deposit history. Click on the Add button.

Clicking_Add.png

3. You can then add the details of the deposit:

Receipting_Deposit.png

4. Once you have added the deposit, when you invoice the patient you will then have the option to add this deposit to the invoice. 

 

 Adding a Deposit from the Patient List 

1. In the Patient List,  click on the drop-down arrow on the right-hand side of the patient, and select Deposit History.

PatientListDepositHistory.png

2. This will open the deposit history. Click on the Add button.

Clicking_Add.png

3. You can then add the details of the deposit:

Receipting_Deposit.png

4. Once you have added the deposit, when you invoice the patient you will then have the option to add this deposit to the invoice. 

 

Applying a Deposit to an Invoice

1. When invoicing a patient, the deposit funds will be available in the payment section for you to apply to the invoice

2. If you want to utilise these funds, just type the required value in the deposit field, and click out of the field.

You will then see the Deposit amount applied under the Amount Paid column:

ApplyingDeposit.png

 

Further Reading

Invoicing Health Funds via ECLIPSE

Generating Inpatient Invoices

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