How To Add A Deposit Against A Patient

FROM THE SCHEDULER

1. Click on the deposit icon on the right hand side of the scheduler. 

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

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

4. Once you have selected the patient the deposit history will open. From here you can add a deposit. Select the 'Add' option.

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

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. 

 

FROM THE PATIENT DEMOGRAPHIC FILE

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

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2. This will open the deposit history and from here you can add a deposit.

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

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. 

 

FROM PATIENT MANAGEMENT

1. In patient management, next to each patient there is a drop down arrow. If you select this you have the option to go straight to the deposit history. 

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2. This will open the deposit history and from here you can add a deposit.

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

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. 

Paying with the deposit

1. When invoicing a patient, under the payment section you will see a row for "Deposit", with available funds listed.

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

E.g. If a patient deposited $100, and paid the remainder with cash, you would structure the invoice as below:

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