To record payments from your patients and view their balances, you need to access the patient profile. To do this, enter the relevant patient information into the search bar at the top of the patient's screen. You can search for the patient using their First Name, Last Name, or Mobile Phone Number.
Once you have accessed the patient profile, clicking on the Payments tab will display all actions in chronological order.
As you can see in the image, received payments will be listed in green. You can view the patient balance on the right side of the screen.
To add a payment, click the "Add Payment" button. Then, you should select the payment type.
After selecting the payment type, fill in the amount and description fields carefully and click the "Add" button. The payment will then be recorded in the system.
If you are still experiencing issues with adding payments, you can contact our team using the live chat button located in the lower right corner of the screen.
