Payment confirmations can be sent to patients by SMS, email or your practice printer.

Providing Patients with Confirmation of Payment

Once you take payment from a patient, you will be presented with the option to send payment confirmation to the patient.

Configuring your Payment Confirmation Settings

These settings are configured for each user.

1. Go to configure - user settings.
2. Select the user to be edited.
   • Your system will default to the user currently logged in.
3. Select the receipt printing setup to set the default behaviour.
   • You can select as many of the delivery methods as desired.
   • Select one output type.
   • and one output default action.
   • Click OK to save your changes.

Payment Confirmation Templates

The SMS and email templates used for payment confirmations can be edited from the default. The templates are located via;

1. Configure - patient payments.
   • Under other options are your receipt email and receipt SMS.
   • Select the required template name then click the select a template option to the right.
   • Select the •DENTAL_PAYMENT_CONFIRMATION_EMAIL or •DENTAL_PAYMENT_CONFIRMATION_SMS to preview the default template.

You can edit either of these via configure - email templates/SMS templates or create your own and update the default template in the above settings.

Tips and Tricks

• Default behaviours are as follows;

  • If a patient has an email address, the email will be sent without prompting the user​.
  • If a patient does not have an email address, the user will be prompted to print.​
  • If a patient does not have an email address or the practice does not have email configured, the print option will be ticked by default.​